Fundraising FoxOtto Finance
2 known investors
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Otto automates back-office workflows for wealth management firms, opening client accounts (ISA, SIPP, general investment) across providers, executing trades, and moving client money into selected products once advice is agreed. Each action is approved, logged, and evidenced against the client record for regulated, enterprise wealth firms.
Founders & leadership
MD
Madeleine DebneyCEO
GS
Guy SleighCTO
Investors · 2
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Frequently asked questions
- What does Otto Finance do?
- Otto automates back-office workflows for wealth management firms, opening client accounts (ISA, SIPP, general investment) across providers, executing trades, and moving client money into selected products once advice is agreed. Each action is approved, logged, and evidenced against the client record for regulated, enterprise wealth firms.
- Who are Otto Finance's investors?
- Otto Finance's investors include Sequoia Capital, Gaingels.