Focal

Focal

Private
San Francisco, CaliforniaFinTechhttps://meetwithfocal.com/

Last Round

Seed

Oct 9, 2025

Est. Valuation

$25M

Total Funding Raised

$5M

Company Overview

Focal is a fintech company that provides an AI-powered productivity platform for financial advisors and enterprise wealth teams, designed to automate workflows such as meeting preparation, note-taking, and CRM syncing.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Workflow Automation, RegTech, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting, Freemium

AI Layer

Application

Keywords

financial advisor softwareadvisor techAI meeting assistantAI copilotworkflow automationwealth management softwarewealthtechcompliance automationRegTechCRM integrationautomated note-takingAI agentsclient onboarding automationRIA softwarevertical SaaSFINRA complianceSOC 2 complianceKYC automation

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Focal Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Focal Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedOct 9, 2025

Key People

Founding team and executive leadership

John L. Connell

Co-Founder And CEO

Founding Team

Clayton S.

Chief Technology Officer

Executive Team

Focal Investors

Notable investors and investment history

Focal Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Focal Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Focal's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range10
Year Founded2024
Last FundingOct 9, 2025

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