Finalis
PrivateLast Round
Seed
Jul 6, 2022
Total Funding Raised
$10.7M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Finalis operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Seed round in July 2022.
Finalis is a financial technology company that provides a comprehensive, AI-powered dealmaking platform and regulatory affiliation services for investment bankers, M&A advisors, and placement agents.
Sector
FinTech
Verticals
Compliance & Risk, RegTech, Investment Platforms, Platform-as-a-Service
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Payment Processing Fee
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finalis Comparables
Compare Finalis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Stonehaven | 83% | |
| Independent Investment Bankers Corp. | 82% | |
| GT Securities, Inc. | 78% |
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Finalis Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Finalis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ANIMO Ventures | Seed |
| Gaingels | Seed |
| Everywhere Ventures | Seed |
| Chaac Ventures | Seed |
| Tribe Capital | Seed |
| Ulu Ventures | Seed |
| The Fund | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 25, 2026
Added Monetavista as a customer
- Jan 3, 2026
Platform now serves over 600 member firms.
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Recent news
Latest coverage and updates
- hiresAug 13, 2026
Finalis appoints Steven Price as Chief Compliance Officer in California on Aug 13th '26; he previously serves as FINRA's Head of Market Investigations and leads the development of its first AI-driven investigative tool.
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Finalis Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Finalis's valuation, stock price, and market status.
Is Finalis a public or private company?
Finalis is a private company.
What is the current stock price of Finalis?
Finalis is a private company, so its shares have no public market price. Caplight tracks Finalis's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Finalis worth (valuation)?
Valuation information for Finalis is not publicly available.
Can I buy Finalis stock?
Finalis shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Finalis's last funding round?
Finalis's most recent funding round was Seed on July 6, 2022.
Who are the main investors in Finalis?
Key investors in Finalis include ANIMO Ventures.
Will Finalis IPO soon?
No public IPO plans have been announced for Finalis.
How can I track Finalis secondary market activity?
Caplight tracks bids, offers, and trades in Finalis's shares on secondary markets.