Otto Finance
PrivateLast Round
Accelerator
May 23, 2022
Total Funding Raised
$1M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Otto Finance is a fintech company that provides an AI-powered platform for wealth managers, automating key advisory workflows such as client onboarding, servicing, reporting, and communication.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, NLP & Conversational AI, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Otto Finance Comparables
Compare Otto Finance with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AdvisoryAI | 90% | |
| Automwrite Ltd | 89% | |
| Pulse360 | 88% |
Otto Finance Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 23, 2022 |
Key People
Founding team and executive leadership
Otto Finance Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Global Founders Capital | Accelerator |
| Sequoia Capital | Accelerator |
| Flash Ventures | Accelerator, Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Open roles increased from 0 to 6, representing 21% of headcount.
- Sep 2, 2025
Added Cal.com, Inc. as a customer.
Otto Finance Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Otto Finance's valuation, stock price, and market status.
Is Otto Finance a public or private company?
Otto Finance is a private company.
What is the current stock price of Otto Finance?
Otto Finance is a private company with no public stock price. No recent secondary market data is available.
How much is Otto Finance worth (valuation)?
Valuation information for Otto Finance is not publicly available.
Can I buy Otto Finance stock?
Otto Finance shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Otto Finance's last funding round?
Otto Finance's most recent funding round was Accelerator on May 23, 2022.
Who are the main investors in Otto Finance?
Key investors in Otto Finance include Sequoia Capital.
Will Otto Finance IPO soon?
No public IPO plans have been announced for Otto Finance.
How can I track Otto Finance secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Otto Finance's secondary market activity and sign up for updates.