Otterwize’s co-founders have more than 25 years of combined experience in private equity, hedge funds, capital markets, financial technology, law, and data. They recently worked together for a New York City-based fintech startup developing data and analytics for the alternative finance ecosystem and, at separate times, the same Big 4 accounting firm. With co-founders from two different generations (a millennial and a baby boomer), Otterwize draws upon different experiences and presents issues and insight from two different vantage points.
Otterwize’s mission is to enhance personal financial literacy for millennials and Gen Z through tools, information, resources, and commentary on personal finance. In a flawed financial world, we want to help people seamlessly navigate to financial freedom with knowledge and the unprecedented availability of consumer-oriented fintech tools.