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.
| Website | https://www.ottofinance.io/ |
| Employees | 28 (8 on RocketReach) |
| Industry | Financial Services |
| Keywords | Wealth Management, Ai Powered, Wealthtech, Financial Advisor, Digital Advice, Automation, Advisory Technology, Investment Management, Portfolio Management, Fintech Solutions, Streamlining Workflows, Advisor Productivity, Administrative Automation, Financial Planning Software, Compliance Automation, Back Office Solutions, Client Onboarding, Repetitive Task Automation, Regulatory Reporting |
| Competitors | PayPal, Coinbase, Crypto.com, Binance, Tradonomi, Payward, Inc., Gemini, KuCoin Exchange, BlockFi, Bitstamp +40 more (view full list) |
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Otto Questions
Madeleine Debney is the Co-Founder of Otto.
8 people are employed at Otto.
Otto is based in London, England.
Top Otto Employees
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Madeleine Debney
Co-Founder at Otto
London, GB21 -
Jan Thomas
Co-Founder and CEO at Otto
London, GB45+ -
Guy Sleigh
Chief Technology Officer at Otto
Berlin, DE31 -
1
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Ana Julia Albuquerque
Assistente administrativo at Otto
State of Goiás, Brazil -
Win di
Surveyor at Otto
Muara Enim Regency, ID
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