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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
Social
Facebook
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
Employee Count
47 as on Sep 30, 2026
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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
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Jota's founders and board of directors

Founder? Claim Profile
The 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:

Jota's employee count trend

Jota has 47 employees as of Sep 26. Here is Jota's employee count trend over the years:
Employee count trend for Jota
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Glia
Glia
2012, New York City (United States), Series D
Developer of an AI contact center platform for financial institutions
$152M
70/100
2nd
Logo for Kasisto Tech
Kasisto Tech
2013, New York (United States), Acquired
Provider of an AI based conversational banking solution
$90.9M
67/100
3rd
Logo for Homebot
Homebot
2015, Denver (United States), Acquired
Chatbot based lead generation platform for real estate agents
$4M
64/100
4th
Logo for Clearspeed
Clearspeed
2016, San Diego (United States), Series D
Provider of AI and voice-based risk assessment platform
$110M
63/100
5th
Logo for Posh
Posh
2018, Boston (United States), Series A
Provider of AI platform and solutions for financial service institutions
$45M
62/100
6th
Logo for Agent IQ
Agent IQ
2015, San Francisco (United States), Series B
AI-assisted customer service and marketing for the banking sector
$37M
61/100
7th
Logo for Jota
Jota
2024, Sao Paulo (Brazil), Series A
Provider of digital financial services managed through messaging platform interfaces
$41M
54/100
8th
Logo for CogniCor
CogniCor
2011, Dover (United States), Seed
Provider of AI-powered solutions for wealth management firms
$2.1M
52/100
9th
Logo for Cloud9 Technologies
Cloud9 Technologies
2013, New York City (United States), Acquired
Cloud-based communication platform for traders
$61.5M
52/100
10th
Logo for Nivo
Nivo
2017, Wilmslow (United Kingdom), Series A
Developer of an AI platform for streamlining loan application processes
$3.82M
50/100
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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
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