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Website
FINANCIAL_SERVICES
focal | ai superpowers for wealth
meetwithfocal.com
Country
Canada
City
San Francisco
Founded
2024
Headcount
1-10
California
Description
Focal AI is an AI assistant for Canadian financial advisors that automates meeting notes, CRM data entry, and advisor coaching. It is SOC 2 Type II certified and compliant with SEC, OPC, and PIPEDA.
Funding history
No funding rounds tracked.
Founders
No founders identified yet.