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Based in New York, Finalis develops a software-as-a-service platform that provides white-labeled regulatory affiliation and compliance back-office solutions for private market dealmaking. The company's technology infrastructure, which includes the Finalis Hub and Finalis Insight, supports mergers, acquisitions, and capital raising activities by automating administrative workflows. The platform facilitates significant deal volume, processing over $68 billion in aggregate transaction value across approximately 1,100 private market transactions. Finalis delivers its integrated brokerage technology and research services to a growing user base of more than 800 independent investment bankers operating across 370 boutique firms and placement agencies. To support its ongoing expansion, the enterprise secured $11.7 million in seed funding in July 2022, drawing financial backing from prominent venture capital investors including Tribe Capital, Ulu Ventures, Chaac Ventures, and Animo Ventures. Finalis was founded in 2020 by Federico Baradello and Guido Barosio.
Finalis has raised $11.0M across 1 funding round.
Finalis has raised $11.0M in total across 1 funding round.
Finalis has raised $11.0M in total across 1 funding round.
Finalis's investors include Banyan Ventures, Solana Ventures, Tribe Capital, Y Combinator, Balaji Srinivasan, Gaurav Munjal, Animo Ventures, Chaac Ventures, The Fund, Ulu Ventures.
Finalis has raised $11.0M across 1 funding round. Most recently, it raised $11.0M Seed in June 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jun 1, 2022 | $11M Seed | — | Banyan Ventures, Solana Ventures, Tribe Capital, Y Combinator, Balaji Srinivasan, Gaurav Munjal, Animo Ventures, Chaac Ventures, The Fund, ULU Ventures | Announced |
Finalis is a San Francisco- and New York-based technology platform launched in 2020 that serves as a FINRA-compliant broker-dealer, providing investment bankers, placement agents, and M&A advisors with automated workflows, compliance tools, a global deal network, and secure payments to streamline private capital markets transactions.[1][2][3][4] Its Deal Engine—comprising Finalis Execute (workflow automation), Connect (network access to over 600 professionals), and Payments (same-day processing with compliance)—has driven $22.5 billion in closed transaction volume, ranking it among the top 15 U.S. investment banks and top 22 globally in 2025 despite market downturns.[1][2] Finalis empowers independent dealmakers by reducing regulatory burdens, accelerating deal cycles, and cutting costs through AI-powered tools, making firms safer, faster, smarter, and more profitable.[3]
Founded in 2020 by Federico Baradello (CEO), Finalis emerged to address inefficiencies in private capital markets, supercharging independent bankers with technology amid fragmented dealmaking processes.[1][2][4] The leadership team, including Chief Product Officer Florian Fischetti, Chief Revenue Officer Amy Pisano, and Chief Operating Officer Alex Sueldo, blends expertise from engineering, banking, law, and compliance across the U.S., Latin America, Europe, and Asia.[2] Early traction came from its rapid growth in a downturn-hit market, achieving hundreds of transactions and $22.5 billion in volume within four years, fueled by a culture emphasizing integrity, bold innovation, leadership, and continuous learning.[1][2]
Finalis rides the fintech wave in private capital markets, digitizing fragmented, compliance-heavy dealmaking amid rising demand for efficient M&A and fundraising in a post-downturn recovery.[1][2][3] Timing aligns with regulatory pressures (e.g., FINRA) and AI adoption, where independents seek scale without big-bank overhead; market forces like global deal flow and remote collaboration favor its network effects.[3][5] It influences the ecosystem by democratizing access—empowering 360+ firms, reducing friction, and setting standards for tech-driven brokerage, potentially accelerating industry consolidation toward platforms.[1][2]
Finalis is poised to dominate as the go-to dealmaking hub, expanding its network and AI tools to capture more of the $100T+ private markets amid fintech maturation and economic rebound. Trends like AI compliance automation and tokenized assets will amplify its edge, evolving it from fast-grower to infrastructure layer—much like how it redefined capital markets for independents since 2020.[1][2][3]
