Octavia Wealth Advisors
Overview
Octavia Wealth Advisors is a financial advisory firm offering comprehensive wealth management and investment services. The firm provides a range of services, including wealth management, investment management, tax planning, and retirement planning, tailored to meet the unique needs of individuals and businesses alike. With an integrated team approach, Octavia coordinates a group of experts to simplify financial complexities and create actionable plans that evolve with clients' lives. Whether navigating life events such as divorce or illness, or planning for retirement and business transitions, Octavia provides personalized support and guidance at every stage of life.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Octavia Wealth Advisors
What sectors does Octavia Wealth Advisors invest in?
Octavia Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Ohio, United States. Octavia Wealth Advisors is listed as a other in the ConnectSafely investor database.
What stage does Octavia Wealth Advisors invest at?
Octavia Wealth Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Octavia Wealth Advisors invest in?
Octavia Wealth Advisors invests across United States.
What companies has Octavia Wealth Advisors invested in?
Octavia Wealth Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Uber, Google and Qualcomm.
Last updated · Source: ConnectSafely investor database
