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Otto Logo
Otto Growth Score
79
CB Rank
239289
Heat Score
70
AI-powered copilot for wealth managers.
Founded
obfuscation
PrivateSeed London, England, United Kingdom11-50 www.ottofinance.io
Artificial Intelligence (AI)
Financial Services
FinTech
Health Care
Overview

Otto
Growth Score
79
Heat Score
70

Growth Score79
-10 pts
in past quarter
Heat Score 70
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Otto

CB Rank
239289
AI-powered copilot for wealth managers.
Founded
obfuscation
PrivateSeed London, England, United Kingdom11-50 www.ottofinance.io
Artificial Intelligence (AI)
Financial Services
FinTech
Health Care

Funding Rounds

Seed
OBF
in
obfuscation
Pre-Seed
OBF
in
obfuscation

Key People

Details

Legal Name Otto Finance LTD
Operating Status Active
Company Type For Profit
Founders  Jan Erwin Thomas, Madeleine Debney
About the Company
Otto is an AI-powered copilot for wealth managers, designed to streamline and automate essential advisory admin workflows. By handling repetitive tasks and administrative work, Otto frees up advisers and paraplanners to dedicate more time to focus on their clients.
Contact Email help@ottofinance.io
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Otto Platform
An AI-driven orchestration platform that automates client-related administrative workflows for wealth managers and financial advisers.
Smart Client Portal
A digital client interface that provides clients with access to their financial information and portfolio details.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed

Funding Rounds

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed
obfuscation
Seed Round - Otto Logo
Seed Round - Otto
1
obfuscation
— Seed

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Sequoia Capital Logo
Sequoia Capital
—
Seed Round - Otto Logo
Seed Round - Otto
—
Sequoia Capital Logo
Sequoia Capital
—
Seed Round - Otto Logo
Seed Round - Otto
—
Sequoia Capital Logo
Sequoia Capital
—
Seed Round - Otto Logo
Seed Round - Otto
—
Sequoia Capital Logo
Sequoia Capital
—
Seed Round - Otto Logo
Seed Round - Otto
—
Sequoia Capital Logo
Sequoia Capital
—
Seed Round - Otto Logo
Seed Round - Otto
—
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

3,143
96.19%
 in past month

IT Spend

$102.2KThis year, Otto is projected to spend $102.2K on IT, according to Aberdeen.

Active Website Tech Count

37Otto is actively using 37 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Otto's headquarters? Otto is located in London, England, United Kingdom.Who invested in Otto? Otto has 2 investors including Sequoia Capital and  Flash Ventures.When was the last funding round for Otto? Otto closed its last funding round on
obfuscation
from a Seed round.Who are Otto's competitors? Alternatives and possible competitors to Otto may include Zocks, Salesforce, and  Envestnet.
Who We Are
What We Do
Helpful Links
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