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Data intelligence company

21-100 employees
  • B2B
  • Artificial Intelligence
  • Big data
  • Analytics
  • Market research
  • SaaS
430 Pacific Ave, San Francisco, California 94133, US

Company mission

To change how organizations perceive and use people data.

Few candidates hear
back within 2 weeks

-1% employee growth in 12 months

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Consumer financial data is notoriously inaccurate and many data brokers depend on census data, surveys, and zip codes, which are infrequently updated and can lead to false generalisations. This dependency on inaccurate information leads to costly financial mistakes for businesses.

With a focus on the affluent, Windfall delivers a precise net worth figure for individual households which is updated on a weekly basis. The platform collates accurate, up-to-date information from public and private domain records through partnerships with data vendors. It syncs with commonly used tools such as Salesforce, HubSpot and Shopify to power data-driven outreach to customers. Windfall's customer base includes hundreds of non-profits as well as businesses across a wide range of industries looking to better target their own sales and marketing efforts.

Having raised significant funding in 2021, Windfall has gone on to enjoy 100% year-on-year growth. In the immediate future it intends to double down on its success by expanding its sales and marketing reach and by further developing its product, including its application to give go-to-market teams direct access to its platform.


  • Paid sick and volunteer days
  • Long-term disability and life
  • Remote-enabled
  • Medical, dental, and vision
  • Pet-friendly office
  • Retirement benefits
  • Paid parental leave
  • Commuter benefits
  • Stock options
  • Paid time off
  • Fully-stocked kitchen
  • Floating holidays

Company values

  • Be an excellent communicator
  • Operate with transparency
  • Provide leverage not optimization
  • Make a difference every day
  • Act with integrity and trust

Funding (2 rounds)

Mar 2021



Aug 2019




Total funding


Started his career in investment banking and growth equity, before switching to product management after completing an MBA at Haas School of Business.

Spent 9+ years at Sun Microsystems and Guidewire in various software engineering roles, before moving to a Director of Engineering role at Radius Intelligence, a Big Data company.

Daniel Stevens

(SVP of Business Development)

Studied Economics, Spanish, Markets & Management at Duke University. Background in investment and advisory services banking. Previously Head of Business Operations at Radius Intelligence for 1 year.

Jobs (9)

All locations

Software Engineering