Roberto Perez's Contact Details

Roberto Perez's Company Details

DealSyte

Granby, Quebec, Canada • 1 - 10 Employees
Information Technology and Services

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.At the same time, Finalis provides additional leverage to private securities brokers with the Finalis Hub, which delivers a hassle-free deal management solution and a Mandate Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world's largest securities brokerage platform.