OctavianOctavian provides SaaS-based, middle-office software solutions for the wealth and investment management industry in the U.S.
Suggest an EditAbout Octavian
Octavian, Inc. provides a SaaS middle-office software solutions for wealth and investment management industry in the United States. The company offers a suite of applications that provide revenue management solutions for asset managers, sponsors, and broker/dealers. Its products allow users to automate the fee processing, automate fee calculations and billing, and consolidated reporting for private banking and wealth management. It serves separately managed accounts managers and sponsors, mutual
Octavian, Inc. provides a SaaS middle-office software solutions for wealth and investment management industry in the United States. The company offers a suite of applications that provide revenue management solutions for asset managers, sponsors, and broker/dealers. Its products allow users to automate the fee processing, automate fee calculations and billing, and consolidated reporting for private banking and wealth management. It serves separately managed accounts managers and sponsors, mutual
Company Highlights
Employees
Total Investment Amt
MoM Headcount GrowthYoY Headcount Growth
Year Founded
2003
Employees73
Location (HQ)
USA
Since Last Funding
16 years 1 month
Total Investment Amt$11M
MoM Headcount Growth1.39%
YoY Headcount Growth1.39%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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Software
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Software Development
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Computer Software
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SaaS
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Impact Investing
- Sterne AgeeStock ValueDext CapitalGenstar CapitalAllies Against SlaverySydecarUSIOHopelabInstitutional Cash Distributors (ICD)GraphiantClimate Investment FundsPipeline Angels.406 VenturesCitisoftUrbanaEthicRoyce Global Value Trust, Inc.Trinity InvestorsFlOwLinqtoMast ReforestationInnovator ETFsSyntax Stratified LargecapSeek Business CapitalFirst New YorkAtalaya Capital ManagementJ.F. Lehman & CompanyWashington CapitalSentimotoSabal Trust CompanySoLo FundsJacobs Levy Equity ManagementNotre Dame Federal Credit UnionCtinental MaterialsDoughDroneSeedTrue VenturesEdgewood Management LLCAudax Private EquityAdvyzonSimmons & Company InternationalFINTRXDartmouth Investment and Philanthropy ProgramARK Investment Management LLCClear Comfort WaterHUMAN CAPITALSkoll FoundationTripleTreeEllevestCinnaireAE Industrial Partners, LPFelicisArnieBallotReadyAnthos CapitalLoeb.nycKodai Capital ManagementSPG - Specialty Program GroupEngineers GateTJCIncline Equity PartnersOperator Collective 🔆Members Trust CompanyEmerging Markets Investors Alliance (EMIA)Foss & CompanyDakota Wealth ManagementSycamore PartnersCaliber CompaniesKelsoMiller Center for Social EntrepreneurshipWind Point PartnersAga Khan Foundation USAPrivate Client ServicesEC M&ANorth Point Mergers and AcquisitionsCrestview PartnersDeerfieldLaunchpad Venture GroupArden Trust CompanySimulmedia