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Octavian

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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 funds, private banking, institutional asset management, and business line management markets.

Octavian was founded in 2003 and is headquartered in Woburn, Massachusetts.

Milestones

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• 
  Octavian added Simon de Montfort Walker as GM. (1/1/07)
  Posted 9/8/11 at 6:59am
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  Octavian added Simon de Montfort Walker as GM. (1/1/07)
  Posted 7/1/11 at 4:42am
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  Octavian received $5M in Series A funding. (6/1/05)
  Posted 10/13/10 at 8:42am via carmelventures.com
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  Octavian received $10M in Series B funding. (10/10/07)
  Posted 2/25/10 at 3:05am via encyclopedia.com

Videos

Screenshots

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Sources

1. Octavian completes $5 Million First Round of Financing with Gemini Israel Funds and Carmel Ventures (carmelventures.com) [edit]
2. Octavian Secures $10 Million in Series B Funding Led by Vertex Venture Capital. (encyclopedia.com) [edit]