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Founded Year



Series B | Alive

Total Raised


Last Raised

$10M | 15 yrs ago

About Octavian

Octavian, founded in 2003, provides technology solutions to the wealth and investment management industry. Octavian's suite of technology products include fee billing and revenue management, data aggregation and enterprise reporting solutions, and workflow management applications for the DTCC Managed Accounts Service. The company's solutions are also sold in a Software-as-a-Service (SaaS/ASP) business model. Octavian is headquartered in Woburn, Massachusetts, has an office in Tel Aviv, Israel, and has a presence in the New York City, Boston, Denver, and Charlotte metro areas for sales and customer support.

Headquarters Location

800 Cummings Park West Suite 2050

Woburn, Massachusetts, 01801,

United States


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Expert Collections containing Octavian

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Octavian is included in 1 Expert Collection, including Wealth Tech.


Wealth Tech

1,882 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

Octavian Patents

Octavian has filed 1 patent.

The 3 most popular patent topics include:

  • Derivatives (finance)
  • Financial markets
  • Loans
patents chart

Application Date

Grant Date


Related Topics




Loans, Rare diseases, Mortgage, Financial markets, Derivatives (finance)


Application Date


Grant Date



Related Topics

Loans, Rare diseases, Mortgage, Financial markets, Derivatives (finance)



Latest Octavian News


Nov 29, 2022

11/29/2022 | 03:35pm EST Message : Renewal Will Bring the Two Organizations to a Two-Decade Milestone DENVER and NEW YORK, Nov. 29, 2022 /PRNewswire/ -- Fathom Events and the Metropolitan Opera announced an agreement today to renew The Met: Live in HD series, extending a cultural tradition that has delivered scores of performances from the Met's stage at New York's Lincoln Center directly to cinema screens nationwide since 2006. The partnership between the country's largest performing arts institution and leading event-cinema distributor will be renewed through the 2025–26 season, culminating in the 20th anniversary of the Live in HD program. The program renewal demonstrates how live performances can drive the return of audiences to movie theaters following the worst periods of the Covid pandemic. The announcement comes ahead of the Dec. 10 Live in HD transmission of The Hours by Kevin Puts, based on the novel by Michael Cunningham and subsequent movie of the same title. The Met is presenting the world premiere staging of the work. It is one of seven new Met productions presented in the 2022-23 season, including the opening Live in HD performance, the Met premiere of Cherubini's Medea. The other new productions are Giordano's Fedora; Wagner's Lohengrin; Mozart's Don Giovanni and Die Zauberflöte; and Terence Blanchard's Champion. Blanchard's Fire Shut Up in My Bones, transmitted live to movie screens in 2021, was the first opera at the Met by a Black composer. The HD season will also feature performances of Verdi's Falstaff and Strauss's Der Rosenkavalier. "The Met is a cultural touchstone and one of the most iconic global performing-arts brands," said Ray Nutt, Fathom Events chief executive officer. "As exceptional and distinctly special is the work that The Met brings to audiences, Peter and his team are just as exceptional. They have been an enormously valuable partner in our own growth at Fathom Events. During the term of this new agreement, we will have been partnered for two decades, and we look forward to continuing to work with the Met to bring more high-quality performances to fans around the country." "The Met's Live in HD series has brought the beauty and power of opera to millions of people who ordinarily would not have access to it," Peter Gelb, the Met's General Manager, said. "We are grateful to have such an excellent partner in Fathom and look forward to continuing our shared mission of making world-class opera available to cinema audiences throughout the United States and beyond." The partnership that began with fewer than 100 theaters has grown to an average of 725 theaters annually and an estimated audience of more than 580,000 annually - widely broadening the reach of The Met's performances. The partnership has seen a total revenue of over $205 million which translates to approximately 10 million tickets sold. Today, Fathom's events with The Met consistently rank among the top-10 in box office on the event date, according to Comscore data, and The Met now accounts for fully half of Fathom Events' live-event box office revenue. Tickets for the 2022–23 season of The Met: Live in HD series are on sale at participating theater box offices and through Fathom . 2022–23 Live in HD Season at a Glance: The Live in HD season began on October 22, 2022, with Medea and continued with La Traviata (November 5), The Hours (December 10), Fedora (January 14), Lohengrin (March 18), Falstaff (April 1), Der Rosenkavalier (April 15), Champion (April 29), Don Giovanni (May 20), and Die Zauberflöte (June 3). All performances will be Saturday matinees transmitted live from the Met stage. A special encore screening of Mozart's The Magic Flute will also be presented on December 3. The Met: Live in HD 2022–23 Schedule Cherubini's Medea—MET PREMIERE Production: David McVicar Movement Director: Jo Meredith Carlo Rizzi (Conductor); Sondra Radvanovsky (Medea), Janai Brugger (Glauce), Ekaterina Gubanova (Neris), Matthew Polenzani (Giasone), Michele Pertusi (Creonte) Having triumphed at the Met in some of the repertory's fiercest soprano roles, Sondra Radvanovsky stars as the mythic sorceress who will stop at nothing in her quest for vengeance. Joining Radvanovsky in the Met-premiere production of Cherubini's rarely performed masterpiece is tenor Matthew Polenzani as Medea's Argonaut husband, Giasone; soprano Janai Brugger as her rival for his love, Glauce; bass Michele Pertusi as her father, Creonte, the King of Corinth; and mezzo-soprano Ekaterina Gubanova as Medea's confidante, Neris. Verdi's La Traviata—REVIVAL Production: Michael Mayer Dramaturg: Paul Cremo Yannick Nézet-Séguin (Conductor); Renée Fleming (Clarissa Vaughan), Kelli O'Hara (Laura Brown), Joyce DiDonato (Virginia Woolf), Sean Panikkar (Leonard Woolf), William Burden (Louis), Kyle Ketelsen (Richard), Brandon Cedel (Dan Brown) The world-premiere staging of Kevin Puts's The Hours, adapted from Michael Cunningham's acclaimed novel, which also served as the inspiration for the Oscar-winning film, arrives in cinemas this December. In her highly anticipated return to the Met, soprano Renée Fleming joins soprano Kelli O'Hara and mezzo-soprano Joyce DiDonato to portray three women from different eras who grapple with their inner demons and their roles in society. Phelim McDermott, who recently created the Met's acclaimed production of Philip Glass's Akhnaten, directs this compelling drama, and Yannick Nézet-Séguin takes the podium to conduct Puts's powerful score. Giordano's Fedora—NEW PRODUCTION Production: David McVicar, Set Designer: Charles Edwards, Costume Designer: Brigitte Reiffenstuel, Lighting Designer: Adam Silverman Marco Armiliato (Conductor); Sonya Yoncheva (Fedora), Rosa Feola (Olga), Piotr Beczała (Loris Ipanoff), Artur Ruciński (De Siriex) Giordano's exhilarating drama Fedora returns to the Met for the first time in 25 years, starring soprano Sonya Yoncheva in the title role of the 19th-century princess who falls in love with her fiancé's murderer, Count Loris, sung by tenor Piotr Beczała. Soprano Rosa Feola is the Countess Olga, Fedora's confidante, and baritone Artur Ruciński is the diplomat De Siriex. Marco Armiliato conducts David McVicar's intricate production, with a fixed set that unfolds to reveal the opera's settings: a palace in St. Petersburg, a fashionable Parisian salon, and a picturesque villa in the Swiss Alps. Wagner's Lohengrin—NEW PRODUCTION Live in HD date: March 18, 2023 Production: François Girard, Set and Costume Designer: Tim Yip, Lighting Designer: David Finn, Projection Designer: Peter Flaherty, Choreographer: TBA Yannick Nézet-Séguin (Conductor); Tamara Wilson (Elsa), Christine Goerke (Ortrud), Piotr Beczała (Lohengrin), Evgeny Nikitin (Telramund), Brian Mulligan (Herald), Günther Groissböck (Heinrich) Wagner's Lohengrin returns to the Met stage after an absence of 17 years with this atmospheric new staging by François Girard. Yannick Nézet-Séguin conducts a cast led by tenor Piotr Beczała in the title role of the mysterious swan knight. Soprano Tamara Wilson is the virtuous duchess Elsa, falsely accused of murder, going head-to-head with soprano Christine Goerke as the cunning sorceress Ortrud. Bass-baritone Evgeny Nikitin is Ortrud's power-hungry husband, Telramund, and bass Günther Groissböck is King Heinrich. Verdi's Falstaff—REVIVAL Production: Robert Carsen Lighting Designers: Robert Carsen and Peter Van Praet Daniele Rustioni (Conductor); Hera Hyesang Park (Nannetta); Ailyn Pérez (Alice Ford); Marie-Nicole Lemieux (Mistress Quickly); Jennifer Johnson Cano (Meg Page); Bogdan Volkov (Fenton); Michael Volle (Falstaff); Christopher Maltman (Ford) Verdi's Shakespearean comedy features a brilliant ensemble cast in Robert Carsen's celebrated staging. Baritone Michael Volle sings his first Verdi role at the Met as the caddish knight Falstaff, gleefully tormented by a trio of clever women who deliver his comeuppance. Reuniting after their acclaimed performances in the production's 2019 run are soprano Ailyn Pérez as Alice Ford, soprano Jennifer Johnson Cano as Meg Page, and contralto Marie-Nicole Lemieux as Mistress Quickly. Soprano Hera Hyesang Park and tenor Bogdan Volkov are the young couple Nannetta and Fenton, and Daniele Rustioni conducts. Strauss's Der Rosenkavalier—REVIVAL Production: Robert Carsen Choreographer: Philippe Giraudeau Simone Young (Conductor); Lise Davidsen (Marschallin), Isabel Leonard (Octavian), Erin Morley (Sophie), Katharine Goeldner (Annina), René Barbera (Italian Singer), Thomas Ebenstein (Valzacchi), Markus Brück (Faninal), Günther Groissböck (Baron Ochs) A stellar trio assembles to take on the lead roles of Strauss's comedy, with soprano Lise Davidsen in her Met role debut as the Marschallin, opposite mezzo-soprano Isabel Leonard in her Met role debut as Octavian and soprano Erin Morley as Sophie. Bass Günther Groissböck returns as Baron Ochs, and Markus Brück is Sophie's father, Faninal. Maestro Simone Young takes the podium to oversee Robert Carsen's fin-de-siècle staging. Terence Blanchard's Champion—MET PREMIERE Live in HD date: April 29, 2023 Librettist: Michael Cristofer Choreographer: Camille A. Brown Yannick Nézet-Séguin (Conductor); Latonia Moore (Emelda Griffith), Stephanie Blythe (Kathy Hagan), Ryan Speedo Green (Young Emile Griffith), Eric Owens (Emile Griffith) Six-time Grammy Award–winning composer Terence Blanchard brings his first opera to the Met after his Fire Shut Up in My Bones made history in the 2021–22 season. Bass-baritone Ryan Speedo Green is the young boxer Emile Griffith, who rises from obscurity to become a world champion, and bass-baritone Eric Owens portrays Griffith's older self, haunted by the ghosts of his past. Soprano Latonia Moore is Emelda Griffith, the boxer's estranged mother, and mezzo-soprano Stephanie Blythe is the bar owner Kathy Hagan. Yannick Nézet-Séguin returns to the podium to conduct Blanchard's second Met premiere. Director James Robinson, whose productions of Fire Shut Up in My Bones and Porgy and Bess brought down the house, oversees the staging. Camille A. Brown, whose choreography electrified audiences in Fire and Porgy, also returns. Mozart's Don Giovanni—NEW PRODUCTION Live in HD date: May 20, 2023 Production: Ivo van Hove Costume Designer: An D'Huys Choreographer: Sara Erde Nathalie Stutzmann (Conductor); Federica Lombardi (Donna Anna), Ana María Martínez (Donna Elvira), Ying Fang (Zerlina), Ben Bliss (Don Ottavio), Peter Mattei (Don Giovanni), Adam Plachetka (Leporello), Alfred Walker (Masetto), Alexander Tsymbalyuk (Commendatore) Tony Award–winning director Ivo van Hove makes his Met debut with a new staging of Mozart's tragicomedy Don Giovanni. The tale of deceit and damnation is set in an abstract architectural landscape that explores the dark corners of the story and its characters. Nathalie Stutzmann makes her Met debut conducting a star-studded cast led by baritone Peter Mattei as a magnetic Don Giovanni, alongside the Leporello of bass-baritone Adam Plachetka. Sopranos Federica Lombardi, Ana María Martínez, and Ying Fang are Giovanni's conquests—Donna Anna, Donna Elvira, and Zerlina—and tenor Ben Bliss sings Don Ottavio. Mozart's Die Zauberflöte—NEW PRODUCTION Live in HD date: June 3, 2023 Production and Choreography: Simon McBurney Set Designer: Michael Levine Sound Designer: Gareth Fry Nathalie Stutzmann (Conductor); Erin Morley (Pamina), Kathryn Lewek (Queen of the Night), Lawrence Brownlee (Tamino), Thomas Oliemans (Papageno), Alan Held (Speaker), Stephen Milling (Sarastro), Brenton Ryan (Monostatos) Nathalie Stutzmann conducts her second Mozart work this season with a new production of Die Zauberflöte. In his Met-debut staging, Simon McBurney incorporates projections, sound effects, and acrobatics to match the spectacle and drama of Mozart's fable. The brilliant cast includes soprano Erin Morley as Pamina, tenor Lawrence Brownlee as Tamino, baritone Thomas Oliemans in his Met debut as Papageno, soprano Kathryn Lewek as the Queen of the Night, and bass Stephen Milling as Sarastro. Mozart's The Magic Flute—SPECIAL ENCORE PRESENTATION Originally transmitted live on December 30, 2006 Live in HD Encore Date: December 3, 2022  Production: Julie Taymor

Octavian Frequently Asked Questions (FAQ)

  • When was Octavian founded?

    Octavian was founded in 2003.

  • Where is Octavian's headquarters?

    Octavian's headquarters is located at 800 Cummings Park, Woburn.

  • What is Octavian's latest funding round?

    Octavian's latest funding round is Series B.

  • How much did Octavian raise?

    Octavian raised a total of $15M.

  • Who are the investors of Octavian?

    Investors of Octavian include Viola Ventures, Gemini Israel Ventures and Vertex Ventures Israel.

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