Our mission

Otto is building a new era of wealth management

Otto is building a new era of wealth management

Otto’s mission is to fundamentally redefine how wealth managers use technology, pushing the industry forward into a new era of efficiency and personalised client service. By automating key advisory workflows with AI, Otto's platform orchestration layer frees wealth managers from outdated systems and processes, enabling them to serve more clients with precision and insight.

Otto’s mission is to fundamentally redefine how wealth managers use technology, pushing the industry forward into a new era of efficiency and personalised client service. By automating key advisory workflows with AI, Otto's platform orchestration layer frees wealth managers from outdated systems and processes, enabling them to serve more clients with precision and insight.

Our mission

Financial health is fundamental to overall wellbeing

Financial health is fundamental to overall wellbeing

Otto is revolutionising the financial landscape by democratising access to financial health through its next-generation wealth automation platform. By lowering the cost of wealth manager operating costs, Otto is empowering individuals from all walks of life and to access personalised financial advisory services, paving the way for greater financial inclusion.

Otto is revolutionising the financial landscape by democratising access to financial health through its next-generation wealth automation platform. By lowering the cost of wealth manager operating costs, Otto is empowering individuals from all walks of life and to access personalised financial advisory services, paving the way for greater financial inclusion.

Our supporters

We're backed by the best

Otto has received investment from some of the best venture capital firms in the world. They believe in our mission and enable us to continue our work.

Otto has received investment from some of the best venture capital firms in the world. They believe in our mission and enable us to continue our work.

Your virtual paraplanner.

Automate your advisory workflows to save time and serve more clients.

Contact us

help@ottofinance.io

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