TODAY has built an AI sales operating system for financial and insurance advisors that transcribes client meetings, handles routine backoffice tasks, coaches advisors on their sales success, and answers incoming calls.

Founded in 2024 by Michael Gackstatter, CEO, and Artem Demchenkov, CTO, who previously held roles at fintechs and insurtechs including CLARK, Funding Circle, and Billie, the company already counts more than 3,500 advisors at insurers, distributors, and brokers among its users. Advisors using the platform see up to 10 percent more revenue, save on average 5 hours per week on administrative work, and capture on average 50 times more insights from each client conversation than before.

“While AI reshuffles financial advice, we scale the human touch. Our agents take over the admin, so advisors can spend their time with clients. With our strong investors on board, we will bring this to every advisory team in DACH,”

said Michael Gackstatter, CEO of TODAY.

The round comes as pension reforms, market consolidation, and increasing regulatory load push advisors to serve more clients with the same resources, while consumers rapidly adopt AI. Existing technology has not kept pace, and compliant solutions are lacking. TODAY fills that gap with compliant AI agents that take real work off the advisor’s desk.

“Michael and Artem combine rare experience in scaling financial services businesses with an exceptional ability to execute at speed. As technological and demographic shifts make financial services sales increasingly complex and cumbersome, we are convinced that they are building the vertical AI layer that will remove this friction from sales professionals’ day-to-day work,”

said Tizian Hoppen, Senior Investment Manager at HTGF.

The new funding will accelerate the development and commercialisation of TODAY’s AI platform, enabling the company to expand within DACH and solve the entire advisor front and backoffice, with the stated mission of peace of mind at scale.

“TODAY is addressing a clear need for greater efficiency, stronger compliance and better customer outcomes across the advisory value chain. By helping firms acquire, retain and serve customers more effectively, while giving advisers more time to focus on clients, the team has built a highly compelling proposition. We’re delighted to support them on the next stage of their growth journey.”

said Robert Lumley, Co-Founder at Insurtech Gateway

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