The 401(k) that
helps you grow

We'll build the 401(k) you need to help attract and retain talent.

Some of our Happy Customers

“The investment tools and education our employees get from OctaveWealth is second to none. They have the best platform we have seen.”

Max Salzberg
·
CEO, BackerKit
·
CEO, BackerKit

“Of all the vendors we've used, OctaveWealth is the only one we haven't thought about switching. They are truly a great partner.”

Jonathan Stambolis
·
CEO, Zenysis
·
CEO, Zenysis
Hassle-free admin
360 Payroll Integration means employee contributions are synced. We take care of on-boarding, education and annual filings.
Intelligent Investments
Employees get personalized spending projections, shortfall tracking, and savings advice directly in their account.
Concierge Service
A dedicated account manager will guide you through set-up, seamlessly transfer your current 401(k), and support you and your employees.

We'll setup, manage and take liability for your 401(k), so you can focus on growing your business.

  • 1
    We design your plan & investment menu
  • 2
    We connect to your payroll
  • 3
    We enroll employees & provide financial education
  • 4
    We invest plan assets, which are held at a qualified custodian
  • 5
    We prepare notices & filings that can be sent with one click
Screenshot of an OctaveWealth feature

Employees get personalized investment advice directly in their accounts. As 3(38) Investment Fiduciary you can rest assured that our interests are completely aligned.

Professionally Managed
We are a team of engineers and investment professionals. We built portfolio management software for some of the largest asset manager and traded $6 billion daily for the largest pension funds..
Personalized
Our portfolios target an employee's personal risk profile. This makes it more likely they stay invested and experience higher investment returns in the long run..
Conflict Free
We select the best fund for each asset class based purely on merit, and with the employee's best interest in mind. Because we don't engage in revenue sharing, we have no conflicts of interest..
Employee Education & Advice
Employees get live education annually and personalized spending projections, shortfall tracking, and savings advice directly in their accounts..

Clear, affordable pricing. No predatory fees.

401(k)s don't have to be expensive.

Automated administration, custom plan design & a dedicated account manager to monitor your plan.

What's included

  • Full Service 401(k)
  • Automated Administration
  • Dedicated Account Manager
  • 3(16) and 3(38) Fiduciary
  • 360 Payroll Integration
  • Employee Education
  • Personalized Financial Advice
  • Low-cost ETFs & Mutual Funds
  • Employee Onboarding & Notices

Monthly Pricing

$200Base

$9Per Eligible

Additional employee fees: 0%

Many 401(k) providers deduct investment fees from employee funds that erode growth. A typical employee contributes $10,000 to their 401(k) each year. Over 20 years, a 0.50% annual fee would cost an employee $1,000 a year.

Account Protection & Security

OctaveWealth uses state-of-the-art security measures when handling your information. Your sensitive personal information is fully encrypted and securely stored.

OctaveWealth is registered with the Securities and Exchange Commission (SEC). All investments are held in a secure trust in your name with a third-party qualified custodian. Our brokerage partner is a member of Securities Investor Protection Corporation (SIPC), which insures your company's account up to $500,000 (including $250,000 for claims for cash).

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