The 12 closest competitors and alternatives to Otis Wealth, Inc. among financial services companies — ranked by similarity to what Otis Wealth, Inc. actually does, not by market-cap band.
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Otis Wealth, Inc. is a financial technology and alternative investment platform headquartered in New York City. The company operates a fractional investment platform that allows retail investors to buy and sell shares in culturally significant alternative assets, such as collectibles and contemporary art. Incorporated in Delaware, Otis provides mobile applications and financial services designed to democratize access to asset classes traditionally reserved for institutional investors.
Otis Wealth, Inc. is a financial services company headquartered in United States. It has raised at least $14.2M across the 2 funding rounds on record. Its most recent funding round, Series A, raised $10.9M in November 2019.
At least $14.2M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series A | $10.9M | 2 named | |
| SEC Form D filing | $3.3M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to Otis Wealth, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Arthena is a U.S.-based art investment and financial technology company that uses data analytics to identify and manage investments in the art market. It serves accredited investors and institutions seeking exposure to art as an alternative asset class.
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Kagin's Digital, LLC provides a platform that enables accredited investors to purchase fractional ownership shares in rare numismatic assets and historical artifacts, such as gold bars and historic coins. The company utilizes blockchain technology to securely record and verify ownership of these SEC-registered offerings.
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Onefund, LLC operates an investment platform that enables accredited investors and institutions to access top-tier private equity and venture capital funds at reduced investment minimums. The digital platform provides tools for onboarding, comparing offers, reviewing fund documents, and managing portfolio allocations.
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Mars Markets Corp. operates an alternative investment platform that transforms artist revenue into regulated securities, connecting investors with music industry opportunities. Through its broker-dealer subsidiary, the company provides tools for artists to manage, distribute, and monetize their work while offering investors access to curated music asset offerings.
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AcreTrader operates an online investment platform that allows individuals to purchase shares of agricultural real estate and farmland. The company provides access to institutional-quality farmland investments, enabling investors to diversify their portfolios and earn passive income.
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Savvy Wealth is a financial technology company that builds an intelligent wealth management and RIA platform for independent financial advisors, headquartered in New York City.
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AssetMonk Investments LLC operates an alternative investments platform that offers institutional-grade commercial real estate investment opportunities. The company serves accredited investors looking for asset-backed, tailored financial products and capital growth options.
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WebStreet operates an investment platform that provides accredited investors with fractional ownership opportunities in cash-flowing online businesses. The company uses a micro-private equity model to acquire, manage, and scale digital assets, distributing quarterly cash yields and returns upon exit.
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STRATA Trust Company operates as a national custodian for alternative assets and non-exchange traded investments within self-directed IRAs. It serves individual investors and financial professionals by providing IRA administration, asset custody, and transaction support services.
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Sliced Investing is an online fintech platform launched in 2014 that provides financial advisors and accredited investors with access to private investments and hedge funds.
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AltInvest is an online investment platform that provides individual investors access to alternative asset classes such as real estate, infrastructure, warehousing, and private credit. The company enables users to invest in institutional-quality opportunities with accessible minimums, supported by a digital platform and a resale market for liquidity.
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Atlas Financial Services, Inc. provides wealth and asset management, financial planning, tax strategy, and family office services for high-net-worth clients. The company constructs tailored portfolios that combine traditional public investments with alternative assets.
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