About Focal
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 partners with RIAs, IBDs, and other large financial institutions to offload data entry, admin work, and form-filling, across systems and tools.
Min project size
50,000+
Hourly rate
50 / hr
Employees
6
Locations
United States
Year founded
Founded 2024
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