Business introduction
Built to empower
Otto is an AI-copilot for wealth managers and financial advisers that powers end-to-end engagement for digitally-native clients at scale
Our story
Founded in 2021, Otto was built to on the principle that high quality financial guidance should be accessible for all. Worsening financial complexity and sky-high costs of living drive us to deliver more and help our users. Otto helps cut through the noise and empower people to focus on what's most important to them.
Since its inception, Otto has been backed by world-class investors and continues to innovate by delivering a truly next-generation client interaction experience.
