Jota - About the company
Jota is a series A company based in Sao Paulo (Brazil), founded in 2024 by Oleg Balev, Davi Holanda and Marcelo Leite. It operates as a Provider of digital financial services managed through messaging platform interfaces. Jota has raised $41M in funding from Maya Capital and Haun Ventures. The company has 85 active competitors, including 14 funded and 10 that have exited. Its top competitors include companies like Glia, Kasisto Tech and Homebot.
Company Details
Provider of digital financial services managed through messaging platform interfaces. This technology integrates banking functions including processing payments, facilitating account transfers, managing invoices, and automated financial task scheduling. The system utilizes artificial intelligence to assist users with transaction oversight and account monitoring. Individuals and business entities manage financial activities, such as bill payments and revenue tracking, by sending instructions via text or audio messages. Integration with external banking institutions allows for consolidated balance and transaction management. The service operates on an infrastructure designed to handle secure digital payments and automated account activity.
- Website
- jota.ai
- Email ID
- *****@jota.ai
- Phone Number
- +55 **********
- Registered Address
- São Paulo, São Paulo, Brazil
Key Metrics
Founded Year
2024
Location
Sao Paulo, Brazil
Stage
Series A
Total Funding
$41M in 2 rounds
Latest Funding Round
Investors
Ranked
7th among 85 active competitors
Employee Count
47 as on Sep 30, 2026
Legal entities associated with Jota
Jota is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
JOTA PLATAFORMA LTDA CIN: 55.521.797/0001-64 , Brazil, Active | Jun 13, 2024 | - | - | - |
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Jota's funding and investors
Jota has raised a total funding of $41M over 2 rounds. Its first funding round was on Aug 10, 2025. Its latest funding round was a Series A round on Jun 30, 2026 for $*****. 4 investors participated in its latest round. Jota has 5 institutional investors.
Here is the list of recent funding rounds of Jota:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jun 30, 2026 | 7110822 | Series A | 1859422 | 9593315 | 9989983 | 6243181 |
Aug 10, 2025 | 9739573 | Series A | 1759737 | 7707439 |
View details of Jota's funding rounds and investors
Jota's founders and board of directors
Founder? Claim ProfileThe founders of Jota are Oleg Balev, Davi Holanda and Marcelo Leite. Davi Holanda is the CEO of Jota.
Here are the details of Jota's key team members:
- Oleg Balev: Co-Founder of Jota. Contact Info: 1 email address
- Davi Holanda: Co-Founder & CEO of Jota.
- Marcelo Leite: Co-Founder of Jota. Contact Info: 1 email address
View details of Jota's Founder profiles and Board Members
Jota's employee count trend
Jota has 47 employees as of Sep 26. Here is Jota's employee count trend over the years:
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Jota's Competitors and alternates
Top competitors of Jota include Glia, Kasisto Tech and Homebot. Here is the list of Top 10 competitors of Jota, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Glia 2012, New York City (United States), Series D | Developer of an AI contact center platform for financial institutions | $152M | 70/100 | |
2nd | Kasisto Tech 2013, New York (United States), Acquired | Provider of an AI based conversational banking solution | $90.9M | 67/100 | |
3rd | Homebot 2015, Denver (United States), Acquired | Chatbot based lead generation platform for real estate agents | $4M | 64/100 | |
4th | Clearspeed 2016, San Diego (United States), Series D | Provider of AI and voice-based risk assessment platform | $110M | 63/100 | |
5th | Posh 2018, Boston (United States), Series A | Provider of AI platform and solutions for financial service institutions | $45M | 62/100 | |
6th | Agent IQ 2015, San Francisco (United States), Series B | AI-assisted customer service and marketing for the banking sector | $37M | 61/100 | |
7th | Provider of digital financial services managed through messaging platform interfaces | $41M | 54/100 | ||
8th | CogniCor 2011, Dover (United States), Seed | Provider of AI-powered solutions for wealth management firms | $2.1M | 52/100 | |
9th | Cloud9 Technologies 2013, New York City (United States), Acquired | Cloud-based communication platform for traders | $61.5M | 52/100 | |
10th | Nivo 2017, Wilmslow (United Kingdom), Series A | Developer of an AI platform for streamlining loan application processes | $3.82M | 50/100 |
Looking for more details on Jota's competitors? Click here to see the top ones
Jota's Investments and acquisitions
Jota has made no investments or acquisitions yet.
Reports related to Jota
Here is the latest report on Jota's sector:
News related to Jota
Media has covered Jota for a total of 2 events in the last 1 year, 1 of them has been about company updates.
•
•
Jota Secures $30 Million Series A FundingThe SaaS News•Jul 02, 2026•Jota, Alter, Haun Ventures, HOF Capital and 1 other
•
Pix by audio and lots of AI: ex-PagSeguro has R$ 60 million to expand bank on WhatsAppExame•Aug 08, 2025•HOF Capital, Maya Capital, PagBank, Jota
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