OctaveWealth - About the company
OctaveWealth is a seed company based in San Francisco (United States), founded in 2012 by Dharmesh Malam and Rikin Shah. It operates as a Robo advisory platform for employer-enabled retirement planning. OctaveWealth has raised an undisclosed amount in funding. The company has 14 active competitors, including 3 funded and 2 that have exited. Its top competitors include companies like Guideline, ForUsAll and Financial Engines.
Company Details
Robo advisory platform for employer-enabled retirement planning. It features payroll integrations, customer onboarding, and more.
- Website
- octavewealth.com
- Social
Key Metrics
Founded Year
2012
Location
San Francisco, United States
Stage
Seed
Latest Funding Round
Investors
Ranked
6th among 14 active competitors
Employee Count
3 as on Aug 31, 2026
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OctaveWealth's funding and investors
OctaveWealth has raised funding over 1 round. Its latest funding round was a Seed round on 2012 for $*****. 1 investor participated in its latest round. OctaveWealth has 1 institutional investor.
Here is the list of recent funding rounds of OctaveWealth:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
2012 | 3405 | Seed | 3151 | 4259 | 9257 | 2162 |
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OctaveWealth's founders and board of directors
Founder? Claim ProfileThe founders of OctaveWealth are Dharmesh Malam and Rikin Shah. Rikin Shah is the CEO of OctaveWealth.
Here are the details of OctaveWealth's key team members:
- Dharmesh Malam: Co-Founder & CEO of OctaveWealth and founder of 1 other company. Contact Info: 1 email address
- Rikin Shah: Co-Founder & CEO of OctaveWealth.
View details of OctaveWealth's Founder profiles and Board Members
OctaveWealth's employee count trend
OctaveWealth has 3 employees as of Aug 26. Here is OctaveWealth's employee count trend over the years:
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OctaveWealth's Competitors and alternates
Top competitors of OctaveWealth include Guideline, ForUsAll and Financial Engines. Here is the list of Top 10 competitors of OctaveWealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Guideline 2015, Burlingame (United States), Acquired | Provider of retirement plans and related administrative and investment services | $344M | 75/100 | |
2nd | ForUsAll 2013, San Francisco (United States), Series B | Modern 401(k) plans and crypto solutions for startups and businesses | $35.2M | 50/100 | |
3rd | _1591599631332.png?devicePixelRatio=2&height=30&width=30){kind=logo} Financial Engines 1996, Sunnyvale (United States), Acquired | Employer-enabled financial planning platform | $85M | 46/100 | |
4th | SaveDay 2015, Fremont (United States), Seed | 401k retirement plans for small to mid-sized businesses | $100K | 35/100 | |
5th | WorkPlay401(k) 2015, St. Louis (United States), Unfunded | Streamlining 401(k) engagement with financial planning and wellness solutions | - | - | 24/100 |
6th | OctaveWealth 2012, San Francisco (United States), Seed | Robo advisory platform for employer-enabled retirement planning | - | 21/100 | |
7th |  Kepler Savings 2021, Marysville (United States), Deadpooled | Online workplace retirement savings platform for employers | - | 20/100 | |
8th |  Retirement Management 2010, Severna Park (United States), Unfunded | Provider of professional management for employer-sponsored savings plan accounts | - | - | 20/100 |
9th |  Wealth Harbor 2003, Metairie (United States), Unfunded | Provider of retirement planning and investment solutions for professionals and businesses | - | - | 18/100 |
10th | SDMI Insurance and Financial Services 2010, Fremont (United States), Unfunded | Provider of employee benefit advice and planning strategies for businesses | - | - | 16/100 |
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OctaveWealth's Investments and acquisitions
OctaveWealth has made no investments or acquisitions yet.
Reports related to OctaveWealth
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