Madeleine Debney, co-founder of Otto Madeleine, formerly at Fidelity, built digital products and saw the challenges of serving next-gen wealth clients.

She later created a network helping young women navigate finances, inspiring her to launch Otto to bring a fresh approach & new technology to client servicing. Her goal is to help close the advice gap, but from under the hood, through empowering advisers with the Otto AI platform.

Otto is an AI automation platform built to support advisers by removing the manual, time-consuming parts of the advice process. Seamlessly integrating with existing tools, Otto runs in the background to streamline admin, highlight next steps, and ensure nothing slips through the cracks. At its core are powerful AI agents trained to handle key advisory workflows—from onboarding and meetings to reporting and client communications. By taking on the heavy lifting, Otto frees advisers to focus on what matters most: building relationships, giving great advice, and delivering the future of advice—today.