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Focal | Secure Advisor AI
United States - San Francisco, California
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1 Disclosed Funding Rounds $5,000,000
0 Participating Investments
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Founded date
2024
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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Focal goes beyond AI-driven note-taking, tasks, agendas, and email generation by automating actions and clicks across wealthtech tools—saving financial advisors 10+ hours each week. Focal par
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| October, 10 ,2025 | Unknown | $5,000,000 |
Distributed Ventures
Wischoff Ventures
Market Pulse
Kumospace
Lenskart.com
PayIt
Kurtosis
PaleBlueDot AI | $150,000,000 | (Jan 30, 2026)
WealthAi | $1,000,000 | (Jan 30, 2026)
Datalinx AI | $4,200,000 | (Jan 30, 2026)
Ressio Software | Undisclosed Amount | (Jan 30, 2026)
Checkbox | $23,000,000 | (Jan 30, 2026)
