OctaveWealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

14 Mint Plz Ste 500, San Francisco, Cali...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1
1
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1

About OctaveWealth

OctaveWealth specializes in providing comprehensive 401(k) plans designed to help businesses attract and retain talent. Their services include automated administration, personalized retirement planning, and dedicated account management, ensuring a hassle-free experience for employers and employees alike. The company focuses on offering low-cost investment options and extensive employee education to enhance retirement savings. With a team of investment professionals, OctaveWealth prioritizes the best interests of employees through fiduciary services and smart investment strategies.Explore more
OctaveWealth's Social MediaPopular SearchesOctaveWealthSIC Code 62,628NAICS Code 52,523Show more

OctaveWealth Org Chart

RS
United States flag for contact location.

Co-Founder & Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OctaveWealth

<$5M
1-10
Private
-
-
RS
Rikin ShahCo-Founder & CEO
$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
KC
Kiara CaudillFounder & CEO
<$5M
1-10
Private
-
1987
N/A
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
11-50
Private
<$5M
2021
Karen Houghton, Chief Executive Officer & Founder at Infinite Giving
Karen HoughtonCEO & Founder
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OctaveWealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

OctaveWealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OctaveWealth.

OctaveWealth Tech Stack

A closer look at the technologies used by OctaveWealth

Top Finance Companies

Frequently Asked Questions Regarding OctaveWealth

What is OctaveWealth's official website?
OctaveWealth's official website is www.octavewealth.com
What is OctaveWealth's Revenue?
OctaveWealth's revenue is <$5 Million
What is OctaveWealth's SIC code?
OctaveWealth's SIC: 62,628
What is OctaveWealth's NAICS code?
OctaveWealth's NAICS: 52,523
How many employees does OctaveWealth have?
OctaveWealth has 1-10 employees
What industry does OctaveWealth belong to?
OctaveWealth is in the industry of: Finance, Securities Trading
What is OctaveWealth competition?
OctaveWealth top competitors include: FindYourAnnuity, Infinite Giving, Income for Life, Sanstrum & Associates
What technology does OctaveWealth use?
Some of the popular technologies that OctaveWealth uses are: Twilio, Cloudflare CDN, Google Tag Manager, Cloudflare Security
What does OctaveWealth do?

OctaveWealth specializes in providing comprehensive 401(k) plans designed to help businesses attract and retain talent. Their services include automated administration, personalized retirement planning, and dedicated account management, ensuring a hassle-free experience for employers and employees alike. The company focuses on offering low-cost inv... estment options and extensive employee education to enhance retirement savings. With a team of investment professionals, OctaveWealth prioritizes the best interests of employees through fiduciary services and smart investment strategies.Read More

What are OctaveWealth social media links?
OctaveWealth Linkedin page OctaveWealth Twitter page
Is OctaveWealth a public company?
OctaveWealth is private company therefore does not currently have an official ticker symbol
See more information about OctaveWealth

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