We're building the future
of wealth operations

Madeleine Debney

CEO

Guy Sleigh

CTO

Wealth operations are fragmented by design: every firm runs on a patchwork of platforms, point tools, and the manual work that holds them together. Otto is the layer that unifies them. We structure the data, automate the workflow, and keep the audit trail intact, so firms get consistent execution and real-time oversight as a product of how the work runs.

We are backed by Sequoia Capital, one of the world's most selective technology investors, whose portfolio includes Google, Apple, Stripe, and Airbnb. That backing reflects a shared belief that the infrastructure of wealth management is ready for a fundamental shift — and that Otto is building it.

Outcomes over outputs

We measure success by what changes for our partners, not by features shipped or tickets closed. A workflow that saves three hours per adviser per week matters more than one that looks impressive in a demo.

Human judgement at the centre

Automation should make human decisions better, not replace them. We build Otto to surface the right information at the right moment and keep accountability exactly where it belongs, with the people who know their clients.

Earned trust

In regulated environments, trust is built through consistency, transparency, and follow-through. We hold ourselves to the same standard we help our partners meet. Every commitment tracked, every problem owned.

Depth over breadth

We work with a small number of firms and go deep. That means we understand how wealth management actually operates, not just how it's described in an RFP. That understanding is what makes the software good.

Built to last

The firms we work with operate on decade-long client relationships. We build software with the same horizon: stable, maintainable, and designed to grow with the business rather than constrain it.

Honest by default

We say what we think, including when it's uncomfortable. If a process won't work the way a firm expects, we say so early. If something we've built isn't performing, we own it. The firms we work with are making serious operational commitments. They deserve a partner who is straight with them.