About OctaveWealth
OctaveWealth is a company based in San Francisco (United States) founded in 2012.. OctaveWealth offers products and services including Full Service 401(k), Employee Education, and Payroll Integration. OctaveWealth operates in a competitive market with competitors including Human Interest, Financial Engines, ForUsAll, MoneyIntel and Kepler Savings, among others.
- Headquarter San Francisco, United States
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Octave Retirement Services, Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
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Products & Services of OctaveWealth
OctaveWealth offers a comprehensive portfolio of products and services, including Full Service 401(k), Employee Education, and Payroll Integration. 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.
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 Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2012 | Amount | Seed - OctaveWealth | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in OctaveWealth
OctaveWealth has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Y Combinator. 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.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage startups are accelerated via funding and educational programs.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by OctaveWealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - OctaveWealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Octavewealth Comparisons
Competitors of OctaveWealth
OctaveWealth 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 Human Interest, Financial Engines, ForUsAll, MoneyIntel and Kepler Savings, 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 |
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| domain | founded_year | HQ Location |
Employer-enabled platform for retirement planning and compliance management.
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| domain | founded_year | HQ Location |
Employer-enabled financial planning platform
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| domain | founded_year | HQ Location |
Platform for managing 401(K) accounts
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| domain | founded_year | HQ Location |
401(k) plan administration and fiduciary services are provided to businesses.
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| domain | founded_year | HQ Location |
Kepler Savings is an online platform for employers to manage workplace retirement savings programs.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about OctaveWealth
When was OctaveWealth founded?
OctaveWealth was founded in 2012.
Where is OctaveWealth located?
OctaveWealth is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
What does OctaveWealth do?
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.
Who are the top competitors of OctaveWealth?
OctaveWealth's top competitors include Human Interest, Financial Engines and ForUsAll.
What products or services does OctaveWealth offer?
OctaveWealth offers Full Service 401(k), Employee Education, and Payroll Integration.
Who are OctaveWealth's investors?
OctaveWealth has 1 investor. Key investors include Y Combinator.
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