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  • Onboarding Questionnaire

    Welcome aboard at Finalis! We are thrilled to have you with us! This brief questionnaire will help us get to know you. Finalis will use information submitted in this questionnaire to report your investment bank as an OBA on your U4. As you are associated with Finalis as an individual, your investment bank represents an Outside Business Activity "OBA" to Finalis.
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  • Gain access to vetted institutional investors through Finalis Capital Introductions.
    Learn How it Works here

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  • Finalis Directory

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  • We'll be promoting our partnership with your firm on LinkedIn. If you'd like to specify a posting date or provide guidelines, please contact the Finalis Marketing team ASAP at marketing@finalis.com. If we do not hear from you, we intend to make the timing of the announcement at our discretion. 

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