What it sells
AI sales operating system for financial and insurance advisors: compliant AI agents transcribe client meetings, handle routine back-office tasks, coach advisors on sales and answer incoming calls.
Business model breakdown
Buyer: who owns the budget?
Insurers, distributors, brokerages and independent brokers
Trigger: what makes them buy now?
Pressure on advisors to scale and professionalise; existing tools and compliant AI have not kept pace
Workflow: what inputs become what output?
Client meetings, documentation, back-office admin, inbound calls
Economics: what it saves and how it charges
About five hours per advisor per week saved; up to 10% more revenue
Distribution: how it reaches customers
Self-serve start in 3 minutes for Pro/Performance; demo for Enterprise; CRM integrations (Ameise, ProfessionalWorks); 3,500+ advisors; EUR 2.8M seed led by HTGF.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-10-15 | Seed | €2.8M | — | news.google.com |
| 2026-10-15 | Seed | €2.8M | — | arcticstartup.com |
| 2026-10-08 | Seed | €2.8M | High-Tech Gründerfonds (HTGF) and Insurtech Gateway (co-leads), Seed X, Lucid Capital, angels incl. Herbert Rogenhofer (ex-HDI CEO) and Tech11 founder | tech.eu |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.