Otto Intelligence

Otto is a wealthtech platform that aligns people with their portfolios. We enable financial advisors to understand who their clients are and what they care most about (aka their purpose) and integrate these values into their investments.

A series of digital surveys and games designed to help clients discover what they care most about and what they want to achieve with their wealth. The data helps advisors deliver financial personalization, enabling them to integrate a client’s values and purpose into their portfolio.