Company

Focal | Secure Advisor AI

Technology, Information And Internet San Francisco, California, United States 8 employees

Employees: 8
Contacts: 3
Emails: 3
Phones: 1

meetwithfocal.com LinkedIn Crunchbase

Focal | Secure Advisor AI Overview

Headquarters: San Francisco, California, United States
Website: meetwithfocal.com
Industry: Technology, Information And Internet
Employees: 8
Founded: 2024
Funding: ,

Keywords

AI Note-Taking Generated Meeting Summaries Intelligent Tasks Agenda Generation Email Generation Proactive AI Automations Custom AI Solutions AI RPA Wealthtech Tool Automation

About Focal | Secure Advisor AI

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 | Secure Advisor AI Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Focal | Secure Advisor AI Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jerry Bai	Cofounder @ Focal - AI for Financial	San Francisco, California, United States	Email Phone
Clayton S.	Software Engineer	Dublin, California, United States	Email
Kellan Brown	COO / Cdo 100 Women in Finance	Carlsbad, California, United States	Email
Jason M. Pereira	Mba Cfa Cfp (Can, Us) Rfp Tep Fp Canada		View