Finleet Terminal
Sales and Product Intelligence Built on Regulated Financial Data
Institutions operate in silos.
Risk does not.
Regulators follow the paper trail.
Finleet follows the data.
Why the Terminal Exists
All of finance is interconnected. Transparency is hidden behind unstructured data, messy PDFs, and silos.
The Finleet Terminal stitches together regulatory filings, governance data, enforcement actions, and institutional behavior across every major regulator into one intelligence fabric.
Who Uses Finleet
Finleet is designed for sales and product leaders, institutions, research teams, regulators, credit & risk executives, broker-dealer leadership, and capital markets professionals who need full-stack visibility into filings, structure, governance, and behavior.
Build a business case for expansion, evaluate a new product line, review vendors, determine buy vs. build, map competitor positioning, track 1.5M+ financial professionals across the industry. This is strategic intelligence, not just due diligence.
It is not designed for casual investors or retail audiences.
The FUID
Every entity and individual in Finleet is assigned a Financial Unique Identifier (FUID), a persistent ID that tracks them across regulatory filings, corporate structures, and career moves.
When a bank changes its charter, an RIA merges with a broker-dealer, or an executive moves from a credit union to a private fund, the FUID follows. No more fragmented records. No more lost history. One identifier across the entire financial ecosystem.
The FUID model extends beyond entities and people to data fields themselves. Query "Total Assets" and get results whether it's a bank, credit union, or broker-dealer, no need to memorize the NCUA 5300, FDIC Call Report, or FOCUS report data dictionaries. One unified schema across all regulatory domains.
Screening & Comparison
Everyone competes for the same client money. Why limit yourself to your regulator's peer group?
The Finleet Terminal lets you build custom peer groups, run cross-vertical comparisons, and analyze competitors regardless of their charter type or regulatory jurisdiction.
Market Verticals
Pricing
Finleet exists to bring transparency to the financial industry. Our pricing follows the same principle.
While unconventional in enterprise sales, we've chosen to move away from the opaque. Having been on the buying end while building products, one of our biggest frustrations was the slow sales cycle and complete lack of visibility into how costs were even derived. So here it is, clear, upfront, no games.
Enterprise & API
Our APIs are built on the FUID model, designed to be developer-friendly from day one. The same field names work across credit unions, banks, broker-dealers, and RIAs. No regulatory translation layer required, unless you want that, as we've built a data dictionary into the API layer too.
Need programmatic access, custom integrations, or enterprise licensing? Contact us to discuss your requirements.