Otto Secures Series B Funding

Investing on Agent Autopilot

Meet Otto. A team of AI agents that research, monitor, and act on your portfolio. You set the rules.

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How It Works

A Portfolio for Every Chapter

Low Risk

Core

Steady, long-term growth. The starting point for most investors.

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Medium Risk

Growth

Higher conviction, higher upside. For long-horizon investors.

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High Risk

Invest

Dividends and bonds, managed for steady cash flow.

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Built for the Way You Actually Invest

Skip the charts and the second-guessing. Otto makes smart, automated investment decisions around the clock, so you don’t have to lift a finger or lose a minute of sleep.

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Sometimes You Need a Person, Not an Agent

Otto's agents handle the daily work. Our trusted advisors handle the moments that matter. Major decisions, big transitions, retirement planning, or just peace of mind. Book a call anytime.

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Zoe, Advisor, CIM® (Chartered Investment Manager)

Otto’s Protection Guarantee

Your Mandate Is the Law

Otto only acts within rules you've set.

Bank-Level Encryption

Your data is yours. Never sold, ever.

Human Support, 24/7

Real people. Real responses.

Two-Factor Authentication

On every account, always on.

Investing Evolved

Otto is in private beta. Reserve your seat.

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All Investing Involves Risk

Otto is an AI-powered investment platform. Brokerage services through Otto Securities, LLC (member FINRA / SIPC). Portfolio management through Otto Asset Management, LLC, an SEC-registered investment advisor. Otto's agents operate within the rules you set. Past performance does not guarantee future results. See our Disclosures, Form ADV, and Customer Relationship Summary.

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