How much funding has OLarry raised?

OLarry has raised $14.5 million in total funding. Their latest funding round was Series A. Key investors include TTV Capital, Walkabout Ventures, Marin Sonoma Impact Ventures.

Where is OLarry headquartered?

OLarry is headquartered in Mill Valley, United States. The company has a team of 11-50 people.

OLarry operates in the AI in Fintech sector. An AI-powered tax firm providing proactive tax planning and advisory services for high-net-worth individuals and businesses. 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.

When was OLarry founded?

OLarry was founded in 2024. It is based in Mill Valley, United States.

How much funding has OLarry raised?

OLarry has raised $14.5 million in total funding. Key investors include TTV Capital, Walkabout Ventures, Marin Sonoma Impact Ventures.

Who is the CEO of OLarry?

Eric Rachmel is the CEO of OLarry. The company was founded in 2024.

Where is OLarry located?

OLarry is headquartered in Mill Valley, United States.

What funding stage is OLarry at?

OLarry is currently at the Growth Stage stage.

How many employees does OLarry have?

OLarry has approximately 11-50 employees.

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 2024. The company is led by Eric Rachmel. Based in Mill Valley, United States. Team size: 11-50. Total funding raised: $14.5 million. Latest round: Series A. Key investors include TTV Capital, Walkabout Ventures, Marin Sonoma Impact Ventures.

Founded: 2024
Headquarters: Mill Valley, United States
Team size: 11-50
Total funding: $14.5 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 (Aug 2025), bringing total funding to $14.5 million., Acquired Branton, de Jong & Associates (San Jose) and Byrne, Seligman & Co. (San Mateo) as part of roll-up strategy., Acquired Rossi & Co. Accountancy and Pelzner & Associates (2025)., Closed 2025 with 3,000+ customers and 40+ employees; grew to 5,000+ clients across the U.S. by 2026., Launched AI-powered tax planning platform for document ingestion and data extraction.

Growth metrics

3,000+ customers and 700+ businesses served, 40+ employees (as of Dec 2025); 5,000+ clients across the U.S. (per company site, 2026).

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.

More AI in Fintech companies

Official website: https://olarry.com/