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OLarry raises $10M in Series A funding led by TTV Capital to expand its AI-powered tax advisory services for high-net-worth clients.

PRIVATEAug 05, 2025

Amount Raised

$10 Million

Round Type

Series A

San MateoArtificial IntelligenceFinanceFintech

Investors

Walkabout VenturesMarin Sonoma Impact VenturesTTV Capital

Description

OLarry, based in Marin, CA, raised $10M in Series A funding. The round was led by TTV Capital, with participation from Walkabout Ventures and Marin Sonoma Impact Ventures. The funds will be used to expand its operations and development efforts. OLarry serves over 2,000 clients with AI-driven tax solutions.

Quick answer

OLarry raised $10 Million in a Series A round, dated August 5, 2025. Investors: Walkabout Ventures, Marin Sonoma Impact Ventures and TTV Capital. OLarry is based in San Mateo, California, United States.

How much did OLarry raise?
OLarry raised $10 Million in a Series A round on August 5, 2025.
Who invested in OLarry?
Walkabout Ventures, Marin Sonoma Impact Ventures and TTV Capital are named as investors in this round.
What does OLarry do?
OLarry is a provider of an AI-powered tax advisory firm for high-net-worth individuals, businesses, trusts, and estates with complex financial situations.
Where is OLarry based and how big is it?
OLarry is based in San Mateo, California, United States.
Who are the decision-makers at OLarry?
Fundz holds 1 contact at OLarry. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as OLarry that raised within 45 days of this round, from Fundz verified event records.

  • Iris Finance raised $6.2M (Funding Round) on September 16, 2025.
  • Plino raised $769K (Funding Round) on September 15, 2025.
  • Ume raised $22M (Series B) on September 8, 2025.
  • Casca raised $29M (Debt Financing) on August 19, 2025.
  • Translucent raised $7M (Seed) on August 7, 2025.
  • Casap raised $25M (Series A) on August 7, 2025.

Who to call at OLarry, and when

A new round usually means OLarry is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

OLarry

Location

San Mateo, California, United States

About

OLarry is a provider of an AI-powered tax advisory firm for high-net-worth individuals, businesses, trusts, and estates with complex financial situations. Serving more than 2,000 clients and 700+ businesses across the United States, it uses AI to automate client onboarding and document preparation, enabling CPAs to focus on tax strategy and advice.

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Fundz sees it the moment OLarry raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

OLarry raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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