Insights

Niche Market Focus The Otto Group specializes in holistic wealth management for high-net-worth individuals, families, and businesses, targeting a premium segment that values personalized and comprehensive financial advice.

Tech-Enabled Advisory With a modern tech stack including AWS, Contentful, and HubSpot, the firm emphasizes digital engagement and scalable client management, presenting opportunities for advanced technology solutions and integrations.

Growth Potential Operating with an annual revenue range of 1 to 10 million dollars and a small team of 2-10 employees, the company shows room for expansion and increased service offerings to capture additional market share.

Fiduciary Service All advisors are fiduciaries, which is a key selling point for clients seeking trustworthy, conflict-free guidance, and offers prospects for partnerships emphasizing ethical standards and compliance.

Competitive Landscape Positioned alongside large firms like Charles Schwab and Fidelity, The Otto Group can leverage its personalized approach and boutique size to differentiate itself and attract clients disillusioned with bigger, impersonal institutions.

Similar companies to The Otto Group at Hightower Advisors

The Otto Group at Hightower Advisors Tech Stack

The Otto Group at Hightower Advisors uses 8 technology products and services including Amazon Web Services, Contentful, Google Fonts API, and more. Explore The Otto Group at Hightower Advisors's tech stack below.

Amazon Web Services
Cloud Hosting
Contentful
Content Management System
Google Fonts API
Font Scripts
Goober
Javascript Libraries
AOS
Javascript Libraries
HubSpot
Marketing Automation
HSTS
Security
Google Tag Manager
Tag Management

Media & News

The Otto Group at Hightower Advisors's Email Address Formats

The Otto Group at Hightower Advisors uses at least 2 format(s):

The Otto Group at Hightower Advisors Email Formats	Example	Percentage
FLast@hightoweradvisors.com	JDoe@hightoweradvisors.com	88%
LFirst@hightoweradvisors.com	DJohn@hightoweradvisors.com	5%
First.Last@hightoweradvisors.com	John.Doe@hightoweradvisors.com	4%
FiLast@hightoweradvisors.com	JoDoe@hightoweradvisors.com	1%
FMiddleLast@hightoweradvisors.com	JMichaelDoe@hightoweradvisors.com	1%
FirstLast@hightoweradvisors.com	JohnDoe@hightoweradvisors.com	1%

Frequently Asked Questions

Where is The Otto Group at Hightower Advisors's headquarters located?

The Otto Group at Hightower Advisors's main headquarters is located at Plaza at Five Points, 50 Central Avenue, Suite 930 Sarasota, Florida 03246, US. The company has employees across 1 continents, including North America.

What is The Otto Group at Hightower Advisors's official website and social media links?

The Otto Group at Hightower Advisors's official website is theottogroupathightower.com and has social profiles on LinkedIn.

What is The Otto Group at Hightower Advisors's NAICS code?

The Otto Group at Hightower Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does The Otto Group at Hightower Advisors have currently?

As of October 2025, The Otto Group at Hightower Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Chief Experience Officer (cxo): L. C.Managing Director, Partner, Aif® Cfp®: M. O.Managing Director, Partner: K. H.. Explore The Otto Group at Hightower Advisors's employee directory with LeadIQ.

What industry does The Otto Group at Hightower Advisors belong to?

The Otto Group at Hightower Advisors operates in the Financial Services industry.

What technology does The Otto Group at Hightower Advisors use?

The Otto Group at Hightower Advisors's tech stack includes Amazon Web ServicesContentfulGoogle Fonts APIGooberAOSHubSpotHSTSGoogle Tag Manager.

What is The Otto Group at Hightower Advisors's email format?

The Otto Group at Hightower Advisors's email format typically follows the pattern of FLast@hightoweradvisors.com. Find more The Otto Group at Hightower Advisors email formats with LeadIQ.

When was The Otto Group at Hightower Advisors founded?

The Otto Group at Hightower Advisors was founded in 2016.

The Otto Group at Hightower Advisors

Q: What technology does The Otto Group at Hightower Advisors use?

The Otto Group at Hightower Advisors's tech stack includes HubSpot Analytics, jQuery, Goober, Cloudflare, Amazon Web Services.

Financial ServicesUnited States2-10 Employees

The Otto Group is a wealth management advisory practice founded by Matt Otto, CFP®, AIF®. With locations in Sarasota, Florida and Vail, Colorado, the practice provides holistic wealth management solutions to a select group of individuals, families, and businesses. The team has an average of 20 years of industry experience and prides itself on its wealth management formula that blends investment consulting, advanced planning and relationship management. All members of The Otto Group are fiduciaries, placing the interests of their clients first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Learn more about The Otto Group by visiting otto.hightoweradvisors.com. 

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Company Overview

Headquarters: Plaza at Five Points, 50 Central Avenue, Suite 930 Sarasota, Florida 03246, US
Website: theottogroupathightower.com
NAICS Code: 52 - Finance and Insurance
Founded: 2016
Employees: 2-10