Insights

Boutique Growth Target the firm as a high-touch, life-centered advisory practice with a clear value prop around integrated financial planning for families and individuals at different life stages, offering scalable support through partnership with Hightower Advisors.

Technology Leverage Leverage their tech stack footprint including HubSpot Analytics, AWS, Contentful and Formstack to propose additional fintech integrations, CRM enhancements, data security services, and digital client onboarding solutions that fit a lean, advisory-led model.

Compliance & Trust Emphasize solutions that bolster regulatory compliance, data privacy (Osano, reCAPTCHA) and SEC/FINRA alignment to reassure a small team about scalable governance as client volume grows.

Scale through Partnerships Position alliance opportunities with strategic product and service providers (insurance, estate planning, philanthropy, tax strategy) to extend their integrated advisory approach without diluting their life-centered philosophy.

Growth Readiness Highlight services that support growth from a $1M–$10M revenue footprint to multi‑million engagement, including client acquisition playbooks, onboarding optimization, and targeted outreach to high-net-worth individuals who value comprehensive, long-term planning.

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The Otto Group at Hightower Advisors Tech Stack

The Otto Group at Hightower Advisors uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, Contentful, and more. Explore The Otto Group at Hightower Advisors's tech stack below.

HubSpot Analytics
Analytics
Amazon Web Services
Cloud Hosting
Contentful
Content Management System
Osano
Cookie Compliance
Font Awesome
Font Scripts
Formstack
Online Form Builders
reCAPTCHA
Security
Bootstrap
UI Frameworks

The Otto Group at Hightower Advisors's Email Address Formats

The Otto Group at Hightower Advisors uses at least 4 email formats:

The Otto Group at Hightower Advisors Email Formats	Example	Percentage
FLast@hightoweradvisors.com	JDoe@hightoweradvisors.com	90%
LFirst@hightoweradvisors.com	DJohn@hightoweradvisors.com	5%
First.Last@hightoweradvisors.com	John.Doe@hightoweradvisors.com	4%
FiLast@hightoweradvisors.com	JoDoe@hightoweradvisors.com	1%

Frequently Asked Questions

What is The Otto Group at Hightower Advisors's official website and social media links?

The Otto Group at Hightower Advisors's official website is theottogroupathightower.com and has social profiles on LinkedIn.

How much revenue does The Otto Group at Hightower Advisors generate?

As of September 2026, The Otto Group at Hightower Advisors's annual revenue is estimated to be $1M - $10M.

What is The Otto Group at Hightower Advisors's NAICS code?

The Otto Group at Hightower Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does The Otto Group at Hightower Advisors have currently?

As of September 2026, The Otto Group at Hightower Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Chief Experience Officer (cxo): L. C., Managing Director, Partner, Aif® Cfp®: M. O. and Managing Director, Partner: K. H. Explore The Otto Group at Hightower Advisors's employee directory with LeadIQ.

What industry does The Otto Group at Hightower Advisors belong to?

The Otto Group at Hightower Advisors operates in the Financial Services industry.

What technology does The Otto Group at Hightower Advisors use?

The Otto Group at Hightower Advisors's tech stack includes HubSpot Analytics, Amazon Web Services, Contentful, Osano, Font Awesome, Formstack, reCAPTCHA and Bootstrap.

What is The Otto Group at Hightower Advisors's email format?

The Otto Group at Hightower Advisors's email format typically follows the pattern of FLast@hightoweradvisors.com. Find more The Otto Group at Hightower Advisors email formats with LeadIQ.

When was The Otto Group at Hightower Advisors founded?

The Otto Group at Hightower Advisors was founded in 2016.

The Otto Group at Hightower Advisors

Q: What technology does The Otto Group at Hightower Advisors use?

The Otto Group at Hightower Advisors's tech stack includes cdnjs, Cloudflare, Amazon CloudFront, Open Graph, X-XSS-Protection.

Q: What is The Otto Group at Hightower Advisors's NAICS code?

The Otto Group at Hightower Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Hampshire, United States2-10 Employees

The Otto Group at Hightower Advisors is a small wealth management advisory practice established by Matt Otto. With offices in Sarasota, Florida and Vail, Colorado, it serves a curated client base that includes individuals, families, and business owners by offering integrated wealth management services. The firm is based in Laconia, New Hampshire. Its approach blends investment consulting, advanced planning, and relationship management while upholding fiduciary duties.

The Otto Group operates within the financial services sector and is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Securities are offered through Hightower Securities, LLC, a FINRA/SIPC member, and Hightower Advisors is an SEC-registered investment adviser.