OctaveWealth

Active

The 401(k) that helps you grow

Summer 20122 peopleSan Francisco, CA, USA

octavewealth.com ↗Crunchbase ↗See on the Idea Map B2B momentum

About

We’ll build the 401(k) you need to help attract and retain talent. OctaveWealth is operated by Quillu Inc, an SEC registered Investment Advisor.

From their website

as of Jun 7, 2026octavewealth.com ↗

SaaSSubscription · Monthly pricing: $200 base plus $9 per eligible employee. Average fund fees: 0.07%. Annual custody fee: 0.03%. Additional employee fees: 0%. Other notes indicate transparent, flat-fee structure with emphasis on low-cost options.

OctaveWealth offers a flat-fee, full-service 401(k) platform designed to attract and retain employees by automating administration, fiduciary support, and providing low-cost investment options with educational resources.

Provides full-service 401(k) management including automated administration, 360 payroll integration, 3(16) fiduciary services for eligibility tracking and plan compliance, Form 5500 filings, and dedicated account management. Investment menu designed and managed by fiduciaries, with personalized employee spending projections, shortfall tracking, and retirement planning tools. Investments held with a qualified custodian and protected by SIPC; fiduciary oversight ensures investment selection and monitoring. Includes live employee education sessions and retirement planning tools, with a simplified monthly pricing structure and no extra employee fees.

Who it’s for: Businesses seeking to attract and retain talent by offering a comprehensive, low-cost 401(k) with education and concierge setup support.

Features