Focal
AI assistant for advisors covering meeting notes, CRM sync, performance coaching and onboarding workflows.
Venture-backedmeetwithfocal.comNot yet confirmed by the company
What it does
Focal is an AI productivity platform for financial advisors, RIA teams and enterprise wealth firms in the US and Canada. It positions itself beyond note-taking, combining meeting automation with advisor coaching and back-office work.
The product prepares advisors for meetings, takes notes without storing audio or video, syncs notes and data entry to the CRM, drafts follow-up emails and client presentations, and gives performance feedback on each conversation. A 2026 integration with Shaping Wealth added behavioral-science coaching and team-level views of trends and sentiment for managers. Enterprise plans add AI agents for data entry, onboarding and KYC form filling, and custom workflow automations.
Focal raised a $5 million seed round in October 2025 co-led by Distributed Ventures with Wischoff Ventures; John Connell is CEO. The Pro plan is $100 per month billed annually, and the vendor reports SOC 2 Type II certification.
Best for
- Serves
- RIAs, Broker-dealers
Features
- AI meeting notes
- Meeting prep
- CRM sync and data entry
- Follow-up email and presentation drafting
- Advisor performance coaching
- Onboarding and KYC form filling
- Custom workflow automations
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Pro $100/month billed annually; Enterprise custom; 14-day free trial
- Deployment
- Cloud
Integrations
- Cloven
- Equisoft
- Maximizer
- Microsoft Dynamics 365
- Salesforce
- Shaping Wealth
- Zoho
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