Otomo Overview

  • Status
  • Private

  • Employees
  • 28

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $800K

  • Investors
  • 7

Otomo General Information

Description

Developer of a financial planning platform intended to help users achieve their financial goals. The company's platform provides AI-curated autonomous finance tools and an intelligent personal shopper, enabling retail financial institutions, fintech companies, and brands to deliver on banking's ultimate promise to provide hyper-personalized consumer experiences.

Contact Information

Website
www.otomo.ai
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 103 Rocket Street
  • Austin, TX 78734
  • United States
+1 (323) 000-0000

Otomo Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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Otomo Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Seed Round 16-Jan-2022 $800K 00.000 000.00 Completed Generating Revenue
4. Seed Round 01-Jun-2020 00000 00000 00.00 Completed Generating Revenue
3. Accelerator/Incubator 00000 Completed Generating Revenue
2. Angel (individual) 21-Jan-2019 $170K $387K 00.000 Completed Generating Revenue
1. Angel (individual) 30-Dec-2016 $217K $217K 000.00 Completed Generating Revenue
To view Otomo’s complete valuation and funding history, request access »

Otomo Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial planning platform intended to help users achieve their financial goals. The company's platform
Financial Software
Austin, TX
28 As of 2023
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00.00 0000-00-00
000000000 00.000

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000000000 00000000
Larkspur, CA
00 As of 0000
000.00
00.00 0000-00-00
000000&0 000.00

000000

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000000000 00000000
Tel Aviv, Israel
000 As of 0000
00000
0000000 0000 00000
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Otomo Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Harvest Savings & Wealth Technologies Formerly VC-backed Larkspur, CA 00 000.00 000000&0 000.00
00000000000 Private Equity-Backed Tel Aviv, Israel 000 00000 0000000 0000 00000
00000 Venture Capital-Backed Fort Lauderdale, FL 00 000.00 000000 - 000 000.00
0000000 Venture Capital-Backed New York, NY 00 000.00 000000 - 000 000.00
00000 Formerly VC-backed San Francisco, CA 000 000.00 000000&0 000.00
You’re viewing 5 of 5 competitors. Get the full list »

Otomo Patents

  • 8

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 2

    Granted

  • 2

    Pending

  • 000

    Expiring in next 12 mo

Otomo Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20230102491-A1 Dynamic financial management system, method and device having an integrated advertisement function Pending 28-Sep-2021 000000000 0
US-20210365944-A1 Dynamic financial management system, method and device Pending 10-Oct-2014 000000000
US-10074091-B2 Dynamic financial management system, method and device Active 10-Oct-2014 0000000000 00
US-20160125408-A1 Dynamic financial management system, method and device Active 10-Oct-2014 0000000000
US-10346847-B2 Dynamic financial management system, method and device Active 10-Oct-2014 G06Q20/405
To view Otomo’s complete patent history, request access »

Otomo Executive Team (4)

Name Title Board Seat Contact Info
Khellar Crawford Co-Founder, Chief Executive Officer & Board Member
William Hernandez Director & Board Member
Sufi Sidhu Co-Founder & Chief Product Officer
You’re viewing 3 of 4 executive team members. Get the full list »

Otomo Board Members (4)

Name Representing Role Since
Brandon Hirzel Otomo Board Member 000 0000
Khellar Crawford Otomo Co-Founder, Chief Executive Officer & Board Member 000 0000
William Hernandez Otomo Director & Board Member 000 0000
You’re viewing 3 of 4 board members. Get the full list »

Otomo Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Otomo Investors (7)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Alloy Labs Institute Accelerator/Incubator Minority 000 0000 000000 0
Plug and Play Tech Center Accelerator/Incubator Minority 000 0000 000000 0
Arjun Dutt Angel (individual) Minority 000 0000 000000 0
John Barlow Angel (individual) Minority 000 0000 000000 0
Anil Aggarwal Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 7 investors. Get the full list »

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