Focal is an AI-powered productivity platform built for financial advisors and enterprise wealth teams. By transforming conversations into actions, Focal streamlines meeting prep, note-taking, CRM workflows, performance coaching, KYC and onboarding. With enterprise-grade security and compliance-first design, Focal enables advisors to reclaim time, increase capacity and improve client outcomes.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 10/09/25 | $5,000,000 | Seed |
Distributed Ventures Wischoff Ventures | undisclosed |
