Otis Information

View Top Employees from Otis

None

Website	http://otiswealth.com
Revenue	$8.3 million
Employees	54 (44 on RocketReach)
Keywords	Wealth Management, Financial Advisor, Retirement Solutions, High-Net-Worth Individuals, Financial Planning, Investment Advisor, Financial Strategies, Family Office Services, Investment Management, Wealth Advisor, Investment Strategies, Retirement Planning, Estate Planning Attorney, Long-Term Care Planning, Estate Planning, Tax Planning, Charitable Giving, Portfolio Management, Insurance Planning, Trust Services
Competitors	Fidelity Investments, Schwab Advisor Services, Merrill Edge, SoFi, ETRADE Bank c/o ETRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +42 more (view full list)

Otis Questions

What is the annual revenue of Otis?

The Otis annual revenue was $8.3 million in 2026.

Who is the CEO of Otis?

Spy Guards is the CEO of Otis.

How many people are employed at Otis?

44 people are employed at Otis.

Where is Otis based?

Otis is based in New York, New York.

Top Otis Employees

Peter Chun

Advisor at Otis

New York, New York, United States
2
- gmail.com
- vaynermedia.com
5
- +1 201-265-XXXX
- +1 212-689-XXXX
- +1 917-324-XXXX
- +1 973-524-XXXX
- +1 212-307-XXXX
Spy Guards

Chief Executive Officer at Otis

Hyderabad, IN
1
- otiswealth.com
Rassiatu Barrie

Finance Analyst at Otis

Austin, TX, US
1
- +1 561-204-XXXX
Mary Gropp

Sr Finance Associate at Otis

Jupiter, FL, US
1
- otiswealth.com
4
- +1 561-596-XXXX
- +1 336-988-XXXX
- +1 954-423-XXXX
- +1 828-749-XXXX
Brent Hart

Account Manager at Otis

Danville, IL, US
1
- +1 815-985-XXXX
Chao Qu

SVC Operation Director at Otis

Hefei, CN
2
- gmail.com
- otiswealth.com
Mostafa Fawzy

Service and Modernization Director at Otis

Egypt
Neelakandan Murthy

Operations Team Lead at Otis

Bengaluru, KA, IN
1
- gmail.com

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