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FINANCIAL_SERVICES

focal | ai superpowers for wealth

meetwithfocal.com

Website

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.