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The honest 401(k). Helping employees keep more of their retirement savings.
Last updated
In 2024, OctaveWealth's revenue reached $644.2K. The company previously reported $470.4K in 2023. Since its launch in 2012, OctaveWealth has shown consistent revenue growth.
OctaveWealth reached a $1.9M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $1.9M | - |
| Question | Answer |
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| What's your age? | - |
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We do not have customer count information for OctaveWealth yet.
OctaveWealth employs approximately 3 people as of 2026.
OctaveWealth generates an estimated $644.2K in annual revenue.
OctaveWealth was founded by Rikin Shah.
The CEO of OctaveWealth is Rikin Shah.
OctaveWealth raised $0.
OctaveWealth has 3 employees.
OctaveWealth is headquartered in San Francisco, California, United States.
OctaveWealth operates across multiple industries. Browse revenue, funding, and growth data for OctaveWealth in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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Valuation
$1.9M
2024 Revenue
$644.2K(Est.)
Funding
$0
Team
3
Founded
2012
| Year | Milestone | Source |
|---|---|---|
| 2024 | OctaveWealth Hit $644.2k revenue in October 2024 | Estimated |
| 2023 | OctaveWealth Hit $470.4k revenue in October 2023 | Estimated |
| 2021 | OctaveWealth Hit $392k revenue in January 2021 | |
| 2012 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 3 employees (October 2024) | |
| 2023 | Reached 3 employees (October 2023) | |
| 2022 | Reached 3 employees (October 2022) | |
| 2021 | Reached 3 employees (December 2021) | |
| 2021 | Reached 4 employees (January 2021) |
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