What departments does Finalis have?

Finalis has employees across 14 departments including Information Security, Finance, Product Management, Marketing, Engineering.

What is the largest department at Finalis?

The largest department at Finalis is Engineering with 5 employees.

Where are Finalis employees located globally?

Finalis has employees across 4 continents and 16 countries including Philippines, Nepal, Indonesia, Spain, Montenegro.

How has Finalis's team size changed over time?

Finalis's team has decreased from approximately 132 to 107 employees based on available data.

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Finalis Employee Directory

Investment BankingCalifornia, United States51-200 Employees

Finalis is a San Francisco-based company in the investment banking industry that serves independent M&A advisors, placement agents, and other dealmakers. It offers a platform that integrates compliance, operational support, and dealflow infrastructure to enable efficient and confident operation. The company provides hands-on support from experienced professionals and emphasizes scalability with an independent mindset and institutional-grade resources. Finalis is described as a cloud-native platform-as-a-service provider powering investment banks. The organization employs 51-200 people and has announced partnerships with ShareVault, Stirlingshire Investments, and Fuld & Company in recent years.

Finalis Global Highlights

North America
67

United States Of America
65
Guatemala
1
Canada
1

South America
49

Argentina
46
Chile
1
Brazil
1
Uruguay
1

Asia
7

Philippines
5
Nepal
1
Indonesia
1

Europe
6

Spain
1
Montenegro
1
Luxembourg
1
Serbia
1
Cyprus
1
Italy
1

Finalis's Leadership

A. P.
Chief Revenue Officer (cro)
Mobile Phone
Email
F. F.
Chief Product Officer
Mobile Phone
Email
J. D.
Chief Compliance Officer
Mobile Phone
Email
L. N.
Chief Of Staff
Mobile Phone
Email
G. H.
Vp Of Engineering
Mobile Phone
Email
M. R.
Vp Of Finance
Mobile Phone
Email
I. D.
Head Of Marketing
Mobile Phone
Email
S. J.
Fractional Ciso
Mobile Phone
Email

Finalis Employee Metrics

100%

50%

2026

2025

Engineering
Analytics
Operations
Arts & Design
Product Management
Other
Customer Success
Banking
Information Technology
Finance
Sales
Legal

Contact profiles from Finalis

Name

Title

Contact Info

Location

Last Update

S. J.
Fractional Ciso
Mobile Phone
Email
United StatesUtah
May 13, 2026
A. P.
Chief Revenue Officer (cro)
Mobile Phone
Email
United StatesNew York
Jun 03, 2026
F. F.
Chief Product Officer
Mobile Phone
Email
Bay
Oct 16, 2025
S. M.
Sr People Partner
Mobile Phone
Email
Argentina
May 04, 2026
J. D.
Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
May 28, 2026
A. R.
Vp, Insights & Marketing
Mobile Phone
Email
United StatesNew York
Jun 01, 2026
L. N.
Chief Of Staff
Mobile Phone
Email
ArgentinaBuenos Aires F.D.
May 05, 2026
I. D.
Head Of Marketing
Mobile Phone
Email
Argentina
Apr 16, 2026
G. H.
Vp Of Engineering
Mobile Phone
Email
United States
May 18, 2026
M. R.
Vp Of Finance
Mobile Phone
Email
United States
Jun 01, 2026

Frequently Asked Questions

What is Finalis known for?

Finalis was founded in 2020 operates in the Investment Banking industry. The company's main headquarters is located in San Francisco, California 94133 United States. Explore Finalis's company overview page for more information.

What is Finalis's most common email format?

Finalis employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Finalis email formats with LeadIQ.

How many employees does Finalis have currently?

Finalis has approximately 143 employees as of June 2026. These team members are located across 4 continents, including North AmericaSouth AmericaAsia.

Who are Finalis's key employees and leadership?

As of June 2026, Finalis's key employees include:

Chief Revenue Officer (cro): A. P.
Chief Product Officer: F. F.
Chief Compliance Officer: J. D.
Chief Of Staff: L. N.
Vp Of Engineering: G. H.

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Finalis Employee Directory

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