Focal
PrivateLast Round
Seed
Oct 9, 2025
Est. Valuation
$25M
Total Funding Raised
$5M
Momentum
Top 50%
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.
Recent news
Latest coverage and updates
- launchesSep 8, 2026
Meetwithfocal launched set of AI agents that complete administrative work beyond meeting automation on Sep 8th '26.
- launchesSep 8, 2026
Meetwithfocal launched Agentic AI platform for Canadian Wealth Management on Sep 8th '26.
- integrates_withJul 1, 2026
Meetwithfocal integrated with Maximizer Services Inc. on Jul 1st '26.
Focal Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Focal's valuation, stock price, and market status.
Is Focal a public or private company?
Focal is a private company.
What is the current stock price of Focal?
Focal is a private company with no public stock price. No recent secondary market data is available.
How much is Focal worth (valuation)?
Focal's valuation is estimated at $25.0M based on funding round data.
Can I buy Focal stock?
Focal shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Focal's last funding round?
Focal's most recent funding round was Seed on October 9, 2025.
Who are the main investors in Focal?
Key investors in Focal include Wischoff Ventures, Distributed Ventures.
Will Focal IPO soon?
No public IPO plans have been announced for Focal.
How can I track Focal secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Focal's secondary market activity and sign up for updates.