What departments does Finalis have?

Finalis has employees across 8 departments including Product Management, Operations, Marketing, Sales, Analytics.

What is the largest department at Finalis?

The largest department at Finalis is Marketing with 4 employees.

Where are Finalis employees located globally?

Finalis has employees across 4 continents and 17 countries including Philippines, Nepal, Indonesia, Serbia, Belgium.

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
41

Argentina
38
Uruguay
1
Chile
1
Brazil
1

Asia
7

Philippines
5
Nepal
1
Indonesia
1

Europe
7

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

Finalis's Leadership

F. F.
Chief Product Officer
Mobile Phone
Email
L. N.
Chief Of Staff
Mobile Phone
Email
I. D.
Head Of Marketing
Mobile Phone
Email
S. M.
Sr People Partner
Mobile Phone
Email
A. L.
Registered Representative & Partner
Mobile Phone
Email
N. D.
Capital Markets & Partnerships Director
Mobile Phone
Email
F. F.
Marketing Specialist (community Lead)
Mobile Phone
Email
J. M. V.
Sales Operations Lead
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

A. R.
Finance
Mobile Phone
Email
Argentina
Jun 02, 2026
L. H. M.
Back End Developer
Mobile Phone
Email
Argentina
Jul 30, 2026
C. M.
Vendor Management
Mobile Phone
Email
PhilippinesMetro Manila
Jun 27, 2026
E. G.
Registered Representative
Mobile Phone
Email
Oct 22, 2024
N. M.
Backend Developer
Mobile Phone
Email
Argentina
Dec 11, 2024
T. B. I.
Financial Planning Analyst
Mobile Phone
Email
Luxembourg
May 04, 2026
C. A.
Registered Representative Of Finalis Securities Llc Member Finra / Sipc
Mobile Phone
Email
Bay
Jul 30, 2026
L. G.
Product Marketing Manager | Contractor
Mobile Phone
Email
Argentina
Jul 13, 2026
R. T. P.
People Infrastructure Engineer
Mobile Phone
Email
SpainValencian Community
Jul 30, 2026

Frequently Asked Questions

What is Finalis known for?

Finalis was founded in 2020 operates in the Investment Banking industry. 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 141 employees as of July 2026. These team members are located across 4 continents, including North AmericaSouth AmericaAsia.

Who are Finalis's key employees and leadership?

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

Chief Product Officer: F. F.
Chief Of Staff: L. N.
Head Of Marketing: I. D.
Sr People Partner: S. M.
Registered Representative & Partner: A. L.

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Finalis Employee Directory

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