OLarry
Category: AI in Fintech
An AI-powered tax firm providing proactive tax planning and advisory services for high-net-worth individuals and businesses. OLarry was founded in 2023. The company is led by Eric Rachmel. Based in Mill Valley, United States. Team size: 11-50. Total funding raised: $10 million. Latest round: Series A. Key investors include TTV Capital, Walkabout Ventures, Marin Sonoma Impact Ventures.
- Founded
- 2023
- Headquarters
- Mill Valley, United States
- Team size
- 11-50
- Total funding
- $10 million
Value proposition
To provide proactive, transparent, and simplified tax strategies by combining expert advisory services with AI technology, helping clients manage complexity and retain more of their wealth.
Products and solutions
Tax Strategy and Planning, Tax Compliance and Filing, Accounting Services, Advisory Services
Unique value
OLarry combines traditional 'white-glove' tax advisory services with a modern, AI-powered technology platform. This hybrid model provides proactive and strategic tax advice beyond simple compliance.
Target customer
High-net-worth individuals (HNWIs), founders, and businesses.
Industries served
Financial Services, Technology
Technology advantage
The proprietary AI technology analyzes financial data to identify tax-saving opportunities proactively throughout the year, coupled with unlimited access to expert advisors.
How they differentiate
OLarry offers proactive, year-round AI-powered tax advisory services specifically for high-net-worth individuals and businesses, focusing on a modern, tech-forward approach unlike seasonal tax preparation services.
Main competitors
TaxGPT, Mezzi, Traditional CPA firms (e.g., PwC, EY) with AI-powered services
Key partnerships
No key strategic partnerships publicly announced; primary relationships are with investors: TTV Capital, Walkabout Ventures, and Marin Sonoma Impact Ventures.
Major milestones
Raised $10 million in Series A funding., Launched AI-powered tax planning platform., Established experienced team of tax advisors and technologists.
Market positioning
OLarry is positioned as a modern, AI-native alternative to traditional tax advisory firms, providing more strategic and continuous tax planning.
Geographic focus
United States
Patents and IP
No public patents or IP information found.
About Eric Rachmel
Eric Rachmel is the CEO and Co-Founder of OLarry. Previously, he was an Advisor at Point72 Ventures, Executive Vice President at Stavvy, and the Founder and CEO of Brace, which was acquired by Stavvy. He also has experience as a Venture Capital Investor at Propel Venture Partners and a Senior Associate at Industry Ventures. He began his career as a Business Development and Investment Banking Analyst at Financial Technology Partners.
Official website: https://olarry.com/