OLarry is a modern, AI-powered tax advisory firm for high-net-worth individuals, businesses, trusts, and estates with complex financial situations. Serving more than 2,000 clients and 700+ businesses across the United States, OLarry uses AI to automate client onboarding and document preparation, enabling CPAs to focus on tax strategy and advice. With a flat-fee membership, OLarry clients have year-round access to customized tax planning supported by modern technology.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/05/25 | $10,000,000 | Series A |
Marin Sonoma Impact Ventures TTV Capital  Walkabout Ventures | undisclosed |
