Focal
PrivateLast Round
Seed
Oct 9, 2025
Est. Valuation
$25M
Total Funding Raised
$5M
Momentum
Top 25%
of companies Caplight tracks
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, Workflow Automation, RegTech, Sales Enablement
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Focal Comparables
Compare Focal with similar companies based on industry and business-model similarity.
Focal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 9, 2025 |
Key People
Founding team and executive leadership
Focal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wischoff Ventures | Seed |
| Ritholtz Wealth Management | Seed |
| Distributed Ventures | Seed |
| The Compound Capital Fund I, LP | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 13, 2026
Open roles increased from 0 to 4, representing 36% of headcount.
- May 19, 2026
Monthly visitors increased 415% MoM.
Focal Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Focal's valuation, stock price, and market status.