MARIN, CA, OLarry, an AI-powered tax firm for the next generation of high-net-worth individuals and businesses, today announced that it has raised a $10 million Series A round.
The round was led by TTV Capital and joined by Walkabout Ventures and Marin Sonoma Impact Ventures, bringing the company's total funding to $14.5 million. OLarry bridges the gap between DIY tax preparation and ultra-high-net-worth, hourly tax advisory, empowering thousands of clients to gain access to personalized tax strategies for an all-inclusive annual fee. With AI at its core, OLarry automates client onboarding, document preparation, and data extraction, enabling CPAs to focus on what they do best: provide proactive advice to clients with complex financial situations.
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.
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