OTR Global

Purchase, United States Founded: 1995 • Age: 31 yrs Acquired By BWG Strategy
Provider of alternative investment data
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About OTR Global

OTR Global is a company based in Purchase (United States) founded in 1995 was acquired by BWG Strategy in March 2023.. OTR Global has raised $8 million across 2 funding rounds from investors including Liquidnet and BWG Strategy. OTR Global offers products and services including Forum Research, Channel Research, Market Insight Surveys, and BWG Connect. OTR Global operates in a competitive market with competitors including The Motley Fool, Seeking Alpha, Calastone, Simply Wall St. and Coin Metrics, among others.

  • Headquarter Purchase, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Otr Global Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Technology → Cloud, Data & Analytics Infrastructure
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $8 M (USD)

    in 2 rounds

  • Latest Funding Round
  • Investors
    Liquidnet

    & 1 more

  • Employee Count
    Employee Count
  • Acquired by
    BWG Strategy

    (Mar 13, 2023)

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Products & Services of OTR Global

OTR Global offers a comprehensive portfolio of products and services, including Forum Research, Channel Research, Market Insight Surveys, and BWG Connect. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Hosts virtual events for industry discussions and insights.

Conducts ongoing dialogues with global industry contributors.

Performs surveys for in-depth company and product analysis.

Provides sessions for digital executives to plan business strategies.

People of OTR Global
Headcount 200-500
Employee Profiles 16
Employee Profiles
People
Meredith Sun
Director, China
People
Katie Sanborn
Director, Editorial Services
People
Thomas Hickey
Chief Operating Officer & Chief Compliance Officer
People
Irene Neumansky
CTO

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Funding Insights of OTR Global

OTR Global has successfully raised a total of $8M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round
  • First Round

    (18 Dec 2009)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2010 Amount Series A - OTR Global Valuation Liquidnet
Dec, 2009 Amount Series A - OTR Global Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in OTR Global

OTR Global has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Liquidnet and BWG Strategy. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Online trading platform for fixed income and equity assets
Founded Year Domain Location
Research and strategy management consulting services are offered.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by OTR Global

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - OTR Global

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Otr Global Comparisons

Employees
+
Add Comparison
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Competitors of OTR Global

OTR Global operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Motley Fool, Seeking Alpha, Calastone, Simply Wall St. and Coin Metrics, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Financial education and investment advice are offered to investors online.
domain founded_year HQ Location
Equity research is crowdsourced from investors for stock markets.
domain founded_year HQ Location
Alternative investment data is managed through a financial database.
domain founded_year HQ Location
Stock data is visualized graphically as snowflakes for investors.
domain founded_year HQ Location
Crypto asset market and network data is provided to institutions.
domain founded_year HQ Location
Private equity and venture capital data platform
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Otr Global

Viva Energy Group’s Acquisition of OTR Group
Globallegalchronicle1 year ago
Salesforce -1.5% as analysts see Q1 softness
Seekingalpha6 years ago
OTR Global upgrades Hewlett Packard Enterprise
Seekingalpha7 years ago

Frequently Asked Questions about OTR Global

When was OTR Global founded?

OTR Global was founded in 1995 and raised its 1st funding round 14 years after it was founded.

Where is OTR Global located?

OTR Global is headquartered in Purchase, United States. It is registered at Purchase, New York, United States.

Who is the current CEO of OTR Global?

Jessie Ho is the current CEO of OTR Global.

Is OTR Global a funded company?

OTR Global is a funded company, having raised a total of $8M across 2 funding rounds to date. The company's 1st funding round was a Series A of $8M, raised on Dec 18, 2009.

What does OTR Global do?

Provider of alternative investment data. It enables users to integrate with sales and trading services to capture data and provide insights. It provides syndicated research reports, notes, snapshots, custom projects and more. It helps institutional investors, corporate professionals, private equity investors and more.

Who are the top competitors of OTR Global?

OTR Global's top competitors include The Motley Fool, Seeking Alpha and Univest.

What products or services does OTR Global offer?

OTR Global offers Forum Research, Channel Research, Market Insight Surveys, and BWG Connect.

Who are OTR Global's investors?

OTR Global has 2 investors. Key investors include Liquidnet, and BWG Strategy.

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