About OctaveWealth
OctaveWealth is a Technology company based in San Francisco (United States) founded in 2012. Robo advisory platform is utilized for employer-enabled retirement planning. OctaveWealth offers products and services including Full Service 401(k), Employee Education, and Payroll Integration. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is Octave Retirement Services, LLC. Its competitors include Human Interest, Financial Engines and ForUsAll; 3 of its 3 listed competitors have raised funding.
Company details
OctaveWealth was established in 2012 in San Francisco, United States, as a robo advisory platform focused on employer-enabled retirement planning within the fintech sector. Payroll integrations are implemented to facilitate seamless contributions, while customer onboarding processes are streamlined for efficiency. Additional services support retirement goal tracking and investment management, serving users across the United States through its online domain, octavewealth.com.
- Headquarters San Francisco, United States
- SectorsTechnology
- Website octavewealth.com
- Social LinkedIn X
- Legal Name Octave Retirement Services, Llc
- Investors
Products & Services of OctaveWealth
OctaveWealth offers a comprehensive portfolio of products and services, including Full Service 401(k), Employee Education, and Payroll Integration.
Automated management of 401(k) plans for businesses and employees.
Provides retirement planning sessions and savings advice tools.
Seamless connection for 401(k) contributions and compliance tracking.
Funding Insights of OctaveWealth
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of OctaveWealth 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 2012 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in OctaveWealth
OctaveWealth has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Y Combinator.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States |
Investor details for OctaveWealth
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.
Timeline of OctaveWealth
2 dated milestones of OctaveWealth, from founding to its latest funding, stage changes and deals.
- Founded OctaveWealth is founded.
- Funding First funding round.
Competitors of OctaveWealth
OctaveWealth has 3 listed competitors in our database, 3 of them funded. They include Human Interest, Financial Engines and ForUsAll.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| humaninterest.com | 2015 | San Francisco, United States | $789.02M | 577 | Employer-enabled platform for retirement planning and compliance management. | |
| financialengines.com | 1996 | Sunnyvale, United States | $85M | 2,401 | Employer-enabled financial planning platform | |
| forusall.com | 2013 | San Francisco, United States | $35.22M | Platform for managing 401(K) accounts |
Detailed competitors of OctaveWealth
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 OctaveWealth
The website of OctaveWealth (octavewealth.com) receives about 1.9K visits a month.
- Monthly visits1.9K
▲ 106.9% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as OctaveWealth (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about OctaveWealth
OctaveWealth was founded in 2012.
OctaveWealth is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
OctaveWealth was established in 2012 in San Francisco, United States, as a robo advisory platform focused on employer-enabled retirement planning within the fintech sector. Payroll integrations are implemented to facilitate seamless contributions, while customer onboarding processes are streamlined for efficiency. Additional services support retirement goal tracking and investment management, serving users across the United States through its online domain, octavewealth.com.
OctaveWealth's top competitors include Human Interest, Financial Engines and ForUsAll.
OctaveWealth offers Full Service 401(k), Employee Education, and Payroll Integration.
OctaveWealth has 1 investor. Key investors include Y Combinator.
OctaveWealth operates through Octave Retirement Services, Llc.