TODAY Funding News -Danish Startup TODAY Secures €1 Million In Pre-Seed Round

The money will help them develop their product, expand their sales team, and work toward becoming the trusted AI partner for financial advisors.

The funding round was led by Lucid Capital, a SaaS fund based in Berlin, and included angel investors with experience in AI, InsurTech, and financial services from companies like CLARK, Ascendia, Harvey, Meta, Thinksurance, and Covago.

“We deliver peace of mind at scale by empowering advisors with cutting-edge AI,ˮ said CEO Michael Gackstatter. “While we invest heavily into our AI capabilities and team, our edge is simple: Listening to and rapidly iterating alongside the industryʼs most customer-obsessed advisors.ˮ

According to the company, advisors using the AI assistant can save up to five hours a week. This is because of features like quick call summaries, customized document formatting, and automatic updates to CRM based on what was discussed in conversations.

Gackstatter, CEO and Co-founder of TODAY, has experience from working at the German InsurTech company CLARK. There, he helped grow the business from an idea to a successful company.

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While building tools for advisors at CLARK, he noticed that many advisors struggled with productivity. Now, he wants to fix this problem with TODAY’s AI-powered solution.

TODAY’s product is designed to be easy and user-friendly for financial advisors. It works with popular meeting platforms like Microsoft Teams, Zoom, Google Meet, and GotoMeeting, allowing smooth recording and transcription of client calls.

The product also creates instant documents to capture every customer detail, task, and portfolio update safely and in line with rules like the AI Act and GDPR. The company says it can onboard teams quickly—about 90 minutes for the whole team and just 3 minutes for each advisor.

Some well-known clients using TODAY are Lieblings Makler, Käpsele, and Penzilla. They use it to improve the quality of their advice and work more efficiently.

TODAY’s coaching tools give useful insights after each session, such as how much the advisor talked, chances to sell more services, and how the customer reacted. By highlighting important details from conversations, TODAY helps advisors work 30% better every day.

“Coaching is a key value driver for us. TODAY helps us getting 20x more insights from customer conversations and strengthens our feedback culture,” added Käpsele GmbH.

About TODAY

Founded in 2024, TODAY creates AI tools made just for financial advisors. Their first product is a smart AI assistant that helps automate paperwork and coaching tasks by turning client conversations into useful insights. This lets advisors spend more time building relationships and less time on repetitive admin work.