About Octaura
Octaura is a Financial Services company based in New York (United States) founded in 2022. Loan syndication solutions are provided online to lenders and institutions. Octaura offers products and services including Loan Trading and CLO Trading. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Loan Syndication. Its legal entity is Octaura Securities TradingCo LLC. Its competitors include Versana, Syndicated Loan Direct and Loan Ecosystem; 2 of its 3 listed competitors have raised funding.
Company details
Octaura was founded in 2022 in New York, United States, within the financial technology sector. An online platform is operated to deliver loan syndication solutions for lenders and financial institutions. Services focus on streamlining syndication processes, enabling efficient collaboration and transaction management. Operations are centered in the U.S., supporting institutional lending activities through digital tools.
- Headquarters New York, United States
- SectorsFinancial Services
- Website octaura.com
- Social LinkedIn
- Legal Name Octaura Securities Tradingco Llc
- Latest Funding Round$46.5M (USD), Debt – Conventional
Jun 2025
- InvestorsCiti
& 13 more
Products & Services of Octaura
Octaura offers a comprehensive portfolio of products and services, including Loan Trading and CLO Trading.
Platform for trading loans to increase volumes and liquidity.
Solution for modernizing CLO trading with data and analytics.
Funding Insights of Octaura
- Total Rounds 1
- Last Round Debt – Conventional — $46.5M
- First Round $46.5M
(Jun 2025)
- Investors Count 14
All 1 funding rounds of Octaura with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2025 | $46.5M | Debt – Conventional | – | – |
14 investors in total: 14 institutional.
Investors in Octaura
Octaura has secured backing from 14 investors, including institutional and venture fund investors. Prominent investors backing the company include Citi, Goldman Sachs and Barclays.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States | ||
Corporate-backed venture capital fund | massmutualventures.com | Boston, United States | ||
Early-stage technology-driven companies are targeted for venture capital investments. | omersventures.com | Toronto, Canada | ||
Commercial banking and asset management services are offered worldwide. | 1904 | bankofamerica.com | Charlotte, United States | |
Diversified financial services are offered through commercial banking operations. | 1812 | citigroup.com | New York, United States | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Wealth management, investment advisory, and financial services are provided. | 1935 | morganstanley.com | New York, United States | |
Diverse financial services and online banking are provided to clients. | 1852 | wellsfargo.com | San Francisco, United States |
Investor details for Octaura
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Octaura
35 people are tracked at Octaura (16 in leadership, 19 in team).
| Name | Role | Group |
|---|---|---|
Brian Bejile | CEO | Leadership |
Jason Cohen | COO & CFO | Leadership |
Bhargav Mehta | VP of Software Engineering | Leadership |
Keely Goody | VP of Marketing | Leadership |
Kimeia VU | Chief People Officer | Leadership |
Andrew Breiner | Head Of Regional Sales | Leadership |
Liem Tran | Director Of Finance | Leadership |
Vitaliy Kozak | Chief Product Officer | Leadership |
Luis Carballo | Chief Technology Officer | Leadership |
Joseph L. | Head Of Compliance | Leadership |
Victoria Moshy | Head Of Market And Client Support | Leadership |
Alexander MacKenzie | Head Of Cloud Operations | Leadership |
Anthony Petrancosta | Head Of Product | Leadership |
Peter Wei | Head Of Legal | Leadership |
Craig Kardell | Head Of Connectivity | Leadership |
Howard Cohen | Head of Loan Execution | Leadership |
Marlee Rich | Marketing Manager | Team |
Adam R. | Software Engineer | Team |
Hailey Stout | Account Manager | Team |
Duncan Beggs | Data Engineer | Team |
15 more people are available in the full profile.
Complete people profiles for Octaura
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Octaura
2 dated milestones of Octaura across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Octaura is founded.
- Funding First funding round of $46.5M.
Competitors of Octaura
Octaura has 3 listed competitors in our database, 2 of them funded. They include Versana, Syndicated Loan Direct and Loan Ecosystem.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| versana.io | 2021 | New York, United States | $66M | Provider of real-time syndicated loan data and processing platform | ||
| syndicatedloandirect.com | 2013 | New York, United States | Software is offered for syndicated loan research and deal analysis. | |||
| loaneco.net | 2014 | Chicago, United States | $7.32M | 6 | Loan syndication processes are automated for businesses and lenders. |
Detailed competitors of Octaura
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Octaura
The website of Octaura (octaura.com) receives about 2.8K visits a month.
- Monthly visits2.8K
▼ 12.9% vs previous month
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Octaura (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Octaura
Complete news archive for Octaura
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Frequently Asked Questions about Octaura
Octaura was founded in 2022 and raised its 1st funding round 3 years after it was founded.
Octaura is headquartered in New York, United States. It is registered at New York, New York, United States.
Octaura was founded in 2022 in New York, United States, within the financial technology sector. An online platform is operated to deliver loan syndication solutions for lenders and financial institutions. Services focus on streamlining syndication processes, enabling efficient collaboration and transaction management. Operations are centered in the U.S., supporting institutional lending activities through digital tools.
Octaura's top competitors include Versana, Loan Ecosystem and Syndicated Loan Direct.
Octaura offers Loan Trading and CLO Trading.
Octaura has 14 investors. Key investors include Citi, Goldman Sachs, Barclays, Deutsche Bank, and BNP Paribas.
Octaura operates through Octaura Securities Tradingco Llc.