TODAY raises €2.8M to automate financial advisor workflows

Berlin-based AI startup TODAY has secured €2.8 million in seed funding to expand its platform for financial and insurance advisors. The round was co-led by High-Tech Gründerfonds and Insurtech Gateway, according to tech.eu.

TODAY’s software automates routine tasks like client onboarding, document processing, and compliance checks, leaving advisors to focus on advisory work. The company targets a segment where manual processes still dominate, despite increasing regulatory demands. Its approach contrasts with broader AI agent platforms we’ve covered recently, such as Kore.ai’s Autoloop or Autoheal’s debugging tools, which serve enterprise clients across industries.

The funding arrives as AI agents gain traction in regulated sectors, though adoption remains cautious. Earlier this month, Equs launched a private AI platform with user-controlled storage, reflecting persistent concerns about data security in financial services. TODAY’s focus on automation rather than full agent autonomy may address those concerns, positioning it alongside startups like Autoheal that prioritize reliability over open-ended AI capabilities.

What remains unclear is how TODAY will differentiate as larger players expand their AI offerings. AMD’s reported local AI strategy and Nvidia’s open-source safety platform suggest incumbents are building infrastructure that could eventually compete with niche tools. For now, the seed round confirms investor interest in AI applications that solve specific operational pain points in financial advisory.

Sources: tech.eu