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Otto Finance

2 known investors

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Otto is a workflow automation platform for wealth management firms that connects to a firm's existing systems and runs critical operational processes the same way each time, with compliance, audit trails, and sign-offs captured automatically. It is built for regulated enterprise environments and serves adviser, compliance, and operations teams.

Investors · 2

Frequently asked questions

What does Otto Finance do?
Otto is a workflow automation platform for wealth management firms that connects to a firm's existing systems and runs critical operational processes the same way each time, with compliance, audit trails, and sign-offs captured automatically. It is built for regulated enterprise environments and serves adviser, compliance, and operations teams.
Who are Otto Finance's investors?
Otto Finance's investors include Gaingels, Sequoia Capital.