TODAY Raises €2.8M for Financial AI Agents
TODAY has raised €2.8M to build compliant AI agents for financial and insurance advisers.
Financial advice combines repetitive administration with highly regulated human interaction, making it a promising but sensitive market for AI agents.
What happened
Copenhagen-based TODAY raised a €2.8 million seed round to build an AI sales and workflow platform for financial-services and insurance advisers.
The product is designed to automate preparation, follow-up and other routine tasks while keeping compliance controls embedded in the workflow.
Why it matters
Advisers spend significant time documenting interactions, preparing materials and completing administrative steps.
AI can potentially reduce that workload, but financial services cannot simply automate everything. Firms need clear audit trails and controls around what systems are allowed to recommend or communicate.
The bigger picture
Vertical agents are likely to win where they understand both industry workflows and industry constraints.
TODAY's opportunity is not to build a generic assistant, but to automate the parts of financial advice that can be standardised while preserving human responsibility for regulated decisions.
That combination of productivity and compliance could become a common pattern across professional services.