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

Compliance should support growth, not slow it down. Finalis helps independent dealmakers operate efficiently and confidently with fully-integrated compliance and dealflow infrastructure. We serve elite M&A advisors and placement agents.

Finalis combines compliance, operational support, and dealflow infrastructure in one platform. Advisors receive hands-on support from experienced professionals. Our model is built to help you scale quickly and efficiently.

Independent firms need flexibility without sacrificing standards. Finalis provides institutional-grade support with an independent mindset. Dealmakers stay focused on relationships and execution.

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

M. V.
Growth Manager
Mobile Phone
Email
Argentina
Mar 03, 2026
P. M.
Customer Success Manager
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
S. J.
Technical Program Manager
Mobile Phone
Email
United StatesArkansas
Apr 14, 2026
C. S.
Customer Success Manager
Mobile Phone
Email
United StatesSouth Carolina
May 29, 2026
C. K.
Senior Software Engineer
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
M. C. D.
Sr. Back End Developer
Mobile Phone
Email
Argentina
Sep 15, 2025
R. T. P.
Sr. People Ops & Analytics
Mobile Phone
Email
SpainValencian Community
May 18, 2026
T. J. M.
Registered Representative
Mobile Phone
Email
United StatesMississippi
May 04, 2026
B. C.
Registered Representative
Mobile Phone
Email
United StatesGeorgia
Jun 12, 2026
R. V.
Registered Representative
Mobile Phone
Email
Bay
Jun 15, 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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