What is OLarry?
OLarry operates at the intersection of DIY tax preparation and high-net-worth hourly tax advisory. The company leverages AI to automate critical processes such as client onboarding, document preparation, and data extraction. This technological integration empowers CPAs to dedicate more time to providing proactive advice to clients with complex financial situations, thereby enhancing the overall client experience and operational efficiency. OLarry's model offers personalized tax strategies through an all-inclusive annual fee structure, democratizing access to sophisticated financial planning.
How much funding has OLarry raised?
OLarry has raised a total of $10M across 1 funding round:
Series A
$10M
Series A (2025): $10M with participation from Walkabout Ventures and TTV Capital
Key Investors in OLarry
Walkabout Ventures
Walkabout Ventures is a seed-focused venture fund that invests in financial service startups. The company is dedicated to supporting founders throughout their entrepreneurial journey.
TTV Capital
TTV Capital invests in fintech businesses that serve the widely varying needs of the financial services sector and the consumers of financial products. The company's team of experienced technology and financial services professionals has more than 100 years of venture capital and highly relevant industry operating expertise.
What's next for OLarry?
The recent enterprise-level funding, characterized as a major strategic investment, signals OLarry's readiness for accelerated growth and market expansion. This capital injection is expected to fuel further development of its AI-driven platform, enhance its service offerings, and broaden its client base. The company's focus on integrating advanced technology with personalized tax advisory positions it for significant scaling within the financial services sector. Future initiatives will likely involve deepening its CPA partnerships and refining its automated solutions to capture a larger share of the tax advisory market.
See full OLarry company page
