Octagon Wealth Management
Curated by SignalFinancial planning platform delivering comprehensive wealth management solutions for individuals.
Overview
Octagon Wealth Management is a firm that specializes in financial planning solutions for individuals. It offers a range of services aimed at addressing various aspects of personal finance. The firm provides tools for aggregating financial data, which allows users to obtain a comprehensive view of their financial health. Its key offerings include wealth management, retirement benefits, life insurance, and tax liability estimation. The firm targets individuals who are looking to manage financial complexities and offers customized financial plans, goal setting, and scenario analysis tools. Octagon operates as an independent advisory service, providing solutions that are intended to align with the specific financial situations and aspirations of its clients.
Key facts
- Founded
- 2014
- Headquarters
- Minneapolis, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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