Stirlingshire Investments today announced the successful onboarding of the first group of advisors through its strategic partnership with Finalis, marking an important milestone in the collaboration between the two firms.
Through the partnership, Finalis members can now—at no additional cost—expand their businesses by offering a comprehensive suite of asset-management and advisory services. This enables advisors who specialize in private-market transactions to support clients across broader portfolios, including public markets, and to provide continuity around post-liquidity events.
The onboarding of the first cohort of Finalis advisors reflects strong early adoption of the partnership and growing demand for an integrated approach that bridges private investments and ongoing wealth management. As the collaboration scales, Stirlingshire expects to open additional business lines to more than 600 Finalis advisors nationwide, expanding Stirlingshire’s national footprint and accelerating its mission to modernize the wealth-management experience.
By combining Finalis’ private-markets network and compliance infrastructure with Stirlingshire’s regulated Broker-Dealer and Registered Investment Adviser platform, the partnership allows advisors to unlock value across a significantly wider range of asset classes while operating within a single, well-governed framework. The result is increased flexibility, greater efficiency, and the ability to build more durable, diversified revenue streams.
“This partnership is about impact,” said Steven Woods, CEO of Stirlingshire Investments. “By welcoming the first Finalis advisors onto our platform, we’re seeing firsthand how this collaboration enables experienced professionals to broaden their client relationships, extend their offerings, and capture opportunities that were previously fragmented across multiple providers.”
The partnership is designed to help advisors grow more sustainably by reducing operational friction, lowering costs, and giving them access to modern infrastructure that supports both private and public market strategies. For clients, this translates into more cohesive advice, better portfolio coordination, and a more seamless experience before and after liquidity events.
Stirlingshire expects continued onboarding momentum as additional Finalis members take advantage of the partnership in the months ahead.
About Stirlingshire Investments
At Stirlingshire Investments, we believe the current market structure has fallen short of fully meeting the needs of both clients and advisors. Through a distinctive, technology-driven platform, Stirlingshire supports self-directed, hybrid, and full-service advisory models within a transparent, mutually aligned asset-management framework designed to benefit both clients and advisors.
By integrating proprietary technology with an innovative operating structure, Stirlingshire enables advisors to grow more efficiently while ensuring clients receive clear, objective, and client-first financial advice.
About Finalis
Finalis is a leading independent broker-dealer serving the private-markets ecosystem, providing compliance infrastructure and support for professionals engaged in private securities transactions.
Learn more at www.finalis.com
For more information, visit www.stirlingshire.com
Media Inquiries:
Nicole Cox
Chief Marketing Officer, Stirlingshire Investments
647-500-2763