Focal
PrivateLast Round
Seed
Oct 9, 2025
Est. Valuation
$25M
Total Funding Raised
$5M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Focal operates in Enterprise Software and is based in San Francisco, California. Its latest recorded funding round was a Seed round in October 2025.
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
Enterprise Software
Verticals
Wealth Management, Workflow Automation, NLP & Conversational AI, Compliance & Risk, CRM
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Freemium
AI Layer
Application
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.
| Company | Similarity | Market Cap |
|---|---|---|
| Zeplyn | 91% | |
| FinMate AI | 89% | |
| Mili | 88% |
For institutional investors. Book with your work email.
Focal Funding Rounds
Historical fundraising activity
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
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 23, 2026
Added Manulife (International) Limited, a financial services firm, as a customer.
- Jul 23, 2026
Added CMB Export LLC, a logistics company, as a new customer.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- launchesSep 8, 2026
Meetwithfocal launched Agentic AI platform for Canadian Wealth Management on Sep 8th '26.
- launchesSep 8, 2026
Meetwithfocal launches a set of AI agents in Canada on Sep 8th '26 that autonomously reads and fills forms, drafts emails, builds client deliverables, and updates client data across advisor CRMs, with the platform already used by advisors across major Canadian wealth networks.
For institutional investors. Book with your work email.
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.
Book a demoFor institutional investors. Book with your work email.
Frequently 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, so its shares have no public market price. Caplight tracks Focal's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in Focal's shares on secondary markets.