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Otto - About the company

Otto is a seed company based in Bengaluru (India), founded in 2024 by Apurv Gupta and Ankur Lahoti. It operates as a Provider of personalized investment planning and wealth management advisory services. Otto has raised $1.3M in funding from Pravega Ventures, with a current valuation of *****. The company has 2887 active competitors, including 219 funded and 183 that have exited. Its top competitors include companies like Nutmeg, Dezerv and Moneyfarm.

Company Details

Provider of personalized investment planning and wealth management advisory services. The company offers portfolio risk assessment and actionable insights for financial decisions. It provides tools to track net worth and investment strategies for long-term portfolio growth. The company offers financial planning, health checks, and investment advisory services.
Social
X
Email ID
*****@wealthbeacon.ai
Phone Number
+91 **********
Registered Address
Villa 260, Prestige Lakes, Varthur Main Road, Gunjur, Gunjur, Bangalore, Bangalore North, Karnataka, India, 560087
Key Metrics
Founded Year
2024
Location
Bengaluru, India
Stage
Seed
Total Funding
$1.3M in 1 round
Latest Funding Round
Post Money Valuation
***** as on Jun 19, 2025
Ranked
Annual Revenue
₹37.4K as on Mar 31, 2025
Employee Count
13 as on Apr 30, 2026
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Otto's funding and investors

Otto has raised a total funding of $1.3M over 1 round. Its latest funding round was a Seed round on Feb 16, 2026 for $*****. 4 investors participated in its latest round. Otto has 1 institutional investor and 4 angel investors.

Here is the list of recent funding rounds of Otto:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Feb 16, 2026
8076251
Seed
3053222
3472724
9329165
2905627
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Otto's founders and board of directors

Founder? Claim Profile
The founders of Otto are Apurv Gupta and Ankur Lahoti. Apurv Gupta is the CEO of Otto.
Here are the details of Otto's key team members:

Otto's employee count trend

Otto has 13 employees as of Apr 26. Here is Otto's employee count trend over the years:
Employee count trend for Otto
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Otto's Competitors and alternates

Top competitors of Otto include Nutmeg, Dezerv and Moneyfarm. Here is the list of Top 10 competitors of Otto, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Nutmeg
Nutmeg
2011, London (United Kingdom), Acquired
Personal finance planning and management platform
$180M
78/100
2nd
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
77/100
3rd
Logo for Moneyfarm
Moneyfarm
2011, London (United Kingdom), Series D
Platform for investment planning & advisory services
$186M
73/100
4th
Logo for Nuvama
Nuvama
2008, Mumbai (India), Public
Diversified of wealth & asset management services
-
-
72/100
5th
Logo for Farther
Farther
2019, New York City (United States), Series C
App-based financial planning and management platform for individuals
$118M
69/100
6th
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
7th
Logo for Fisher Investments
Fisher Investments
1979, Camas (United States), Unfunded
Provider of wealth management, retirement planning, and investment advisory services
-
-
67/100
8th
Logo for Ascensus
Ascensus
1980, Dresher (United States), Acquired
Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments
-
67/100
9th
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
66/100
10th
Logo for A J Bell
A J Bell
1995, Manchester (United Kingdom), Public
Financial advisory and retirement planning service provider
$32M
65/100
717th
Logo for Otto
Otto
2024, Bengaluru (India), Seed
Provider of personalized investment planning and wealth management advisory services
$1.3M
30/100
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Otto's Investments and acquisitions

Otto has made no investments or acquisitions yet.

Reports related to Otto

Here is the latest report on Otto's sector:

News related to Otto

Media has covered Otto for 1 event in last 1 year.
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FAQs about Otto

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