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Otto Finance

Otto Finance

Private
LondonFinTechhttps://ottofinance.io/

Last Round

Accelerator

May 23, 2022

Total Funding Raised

$1M

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

wealth management softwareAI copilotworkflow automationdigital paraplannervertical SaaSfinancial advisor toolsfintech automationB2B SaaSclient onboardingpractice managementAI agentwealthtechCRM integrationsuitability lettersvibe coding

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Otto Finance Comps

Public and private peers based on sector, stage, and business model.

Otto Finance comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Otto Finance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorMay 23, 2022
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Key People

Founding team and executive leadership

Madeleine Debney

Co-Founder CPO

Founding Team

Jan Erwin Thomas

Co-Founder CEO

Founding Team

Guy Sleigh

Chief Technology Officer

Executive Team

Otto Finance Investors

Notable investors and investment history

Otto Finance investors
InvestorRounds
Global Founders CapitalAccelerator
Sequoia CapitalAccelerator
Flash VenturesAccelerator, Pre Seed
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 2, 2025

    Added Cal.com, Inc. as a customer.

  • May 23, 2022

    $1M round led by Sequoia Capital

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Otto Finance Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Otto Finance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Otto Finance's valuation, stock price, and market status.

Firmographic Details

HeadquartersLondon
Employee Range28
Year Founded2020
Last FundingMay 23, 2022

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