Focal | AI Superpowers for Wealth

Technology, Information and Internet • San Francisco, California, United States • 1-10 Employees

Company overview

Headquarters	2010 Pacific Ave, San Francisco, California 94109, US
Website	meetwithfocal.com
Keywords	Automations, Email Generation, Custom Ai Solutions, Proactive Ai, Ai Note-Taking, Ai Rpa, Agenda Generation, Generated Meeting Summaries, Intelligent Tasks, Wealthtech Tool Automation
Founded	2024
Employees	1-10
Socials

Key Contacts at Focal | AI Superpowers for Wealth

John Connell

Co-Founder And Ceo

Jerry Bai

Co-Founder

Clayton Stupi

Chief Technology Officer

Focal | AI Superpowers for Wealth Email Formats

Focal | AI Superpowers for Wealth uses 1 email format. The most common is {first initial} (e.g., j@meetwithfocal.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@meetwithfocal.com	100%

About Focal | AI Superpowers for Wealth

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. Executives at Fidelity, Vanguard, KPMG, Ritholtz, and many more trust Focal for secure and compliant note-taking. Our enterprise-grade security includes: - No personally identifiable information (PII) is stored in our AI models - You fully control your data—never shared with other customers - Deployed on Microsoft’s most secure Azure infrastructure - SOC 2, MFA, SSO, TLS 1.2+, and AES-256 encryption

Focal | AI Superpowers for Wealth revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues	$2,800,000
Total funding	$5,000,000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Founder/Owner

Employees by Department

Focal | AI Superpowers for Wealth has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Focal | AI Superpowers for Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount
2024-06-29	2	N/A
2024-07-01	15	N/A
2025-11-09	3	$5,000,000

Funding Insights

$5,000,000

Total funding amount

$5,000,000

Most recent funding amount

Number of funding rounds

Focal | AI Superpowers for Wealth Tech Stack

Discover the technologies and tools that power Focal | AI Superpowers for Wealth's digital infrastructure, from frameworks to analytics platforms.

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

HubSpot

Marketing automation

Priority Hints

Performance

Google Font API

Font scripts

Framer Sites

Page builders

Frequently asked questions

Focal | AI Superpowers for Wealth is located in San Francisco, California, US.

Focal | AI Superpowers for Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Focal | AI Superpowers for Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Focal | AI Superpowers for Wealth has raised a total of $5,000,000 across 3 funding rounds. This investment has helped the company grow and expand its operations.