Focal

About Focal

Focal is a secure AI meeting assistant designed for financial advisors, aimed at transforming conversations into actionable outcomes. It saves advisors up to 50 hours monthly by automating tasks like note-taking and CRM updates, and is trusted by industry leaders for compliant and secure AI automation.

Products & Services

AI Note-Taking:Automates transcription of conversations across video, in-person, and phone meetings, providing summaries and action items.

Pre-Meeting Prep:Generates client overviews, meeting agendas, and prep emails to ensure advisors are well-prepared.

Performance Coaching:Offers coaching to improve questioning techniques and increase client conversion rates.

AI Agents:Supports automation and task delegation for enhanced productivity.

Personalized Emails:Automates the creation of follow-up emails post-meeting to save time.

Specialties

AI Automation for Financial Advisors Compliant Note-Taking Secure Cloud Infrastructure (Microsoft Azure) CRM Integration Meeting Transcription and Summarization

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 5000000 MR: - FA: 5 million FAN: 5000000	D: 2025-10-09 FD: 2025-10-09	6 investors

Seed Latest

2025-10-09

$5.0M

6 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

M

Michael Batnick

Managing Partner

A

Alex Gavis

Former SVP and Deputy General Counsel

J

Jason Pereira

Senior Partner at Woodgate Financial; Host of The Fintech Impact Podcast

K

Kellan Brown

COO

J

Jamie Hopkins

CEO at Bryn Mawr Capital Management, Chief Wealth Officer at WSFS Bank, President at Finserv

R

Rob Molinari

Chief Regulatory Affairs Officer

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Recent News

Focal Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised