Octaura
Octaura operates electronic trading platforms and proprietary data feeds for the secondary syndicated loan and CLO markets, serving institutional buy-side firms and dealer banks with purpose-built trading, pricing, and liquidity analytics.
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Octaura does
Octaura is a New York-based financial technology company that operates electronic trading platforms, proprietary data feeds, and analytics for the secondary syndicated leveraged loan and Collateralized Loan Obligation (CLO) markets. Founded in April 2022 as a joint incubation between Bank of America and Citi—originating from Citi's Velocity CLO eBidding platform and BofA's Instinct Loan Match platform—the company launched its syndicated loan trading platform in April 2023 and has grown to capture 7.7% of the secondary leveraged loan market trading volume by January 2026. The platform serves both buy-side institutional investors (asset managers, hedge funds, CLO managers) and sell-side dealers (major banks and broker-dealers), with approximately 30 dealers and 170+ buyside clients as of April 2026.
The company's technology stack is built on Genesis Global's low-code financial markets platform and is powered by Octaura Intelligence, a proprietary data engine that derives real-time pricing (Octaura Price, Octaura Price X) and liquidity scoring (Octaura Liquidity Metrics with proprietary 1-10+ scores) from live trading activity on the platform. Core products include the Octaura Loan Trading Platform (RFQ, Bilateral, List, Market List protocols), the Octaura CLO Trading Platform (launched September 2025), the Octaura Insights Platform (beta launched June 2026), and supporting tools such as the Runs Manager and connectivity integrations with Bloomberg AIM/TSOX, Charles River, Allvue, Siepe, and Valitana for straight-through processing.
Octaura generates revenue through three primary streams: transaction fees on loan and CLO trades executed across its venues, recurring data and analytics subscriptions for its proprietary feeds (OLM, OP, OPX) and the Insights Platform, and connectivity/integration services with OMS platforms. The company is privately held by Octaura LL TradingCo, LLC, backed by 15 major financial institutions (Bank of America, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo, Credit Suisse, Moody's, Barclays, Deutsche Bank, BNP Paribas, Apollo, Motive Partners, MassMutual Ventures, OMERS Ventures, UBS), and has raised $46.5 million in total funding as of June 2025. CLO trading is conducted through a FINRA-member subsidiary (Octaura Securities TradingCo LLC) and the company holds SOC 2 Type 2 certification.
Octaura firmographics
Firmographics- Name
- Octaura
- Legal name
- Octaura LL TradingCo, LLC
- Website
- https://octaura.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Octaura operates electronic trading platforms and proprietary data feeds for the secondary syndicated loan and CLO markets, serving institutional buy-side firms and dealer banks with purpose-built trading, pricing, and liquidity analytics.
- Ownership category
- akta.pro rank
Octaura industry classification
Industry- Product category
- Electronic Trading Platform
- NAICS
- Investment Banking and Securities Intermediation (52315), Securities and Commodity Exchanges (523210)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Liquidity Aggregation & Smart Order Routing (FSADAJAD)
- akta.pro secondary industry
- Real-Time Market Data Feeds & Terminals (FSAFAIAA)
Keywords
Where Octaura is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Octaura business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Electronic Trading Platform Fees: Octaura charges buy-side and sell-side participants to trade on its platform. The platform supports multiple trading protocols (RFQ, Bilateral, Lists, BWICs) and generates revenue from transaction activity across the loan and CLO trading venues.
- Data and Analytics Subscription: Proprietary data feeds (Octaura Liquidity Metrics, Octaura Price, Octaura Price X) and the Insights Platform are available as data delivery products accessed via SFTP, API, CSV/Excel download, or directly through the trading platform. Revenue is derived from licensing these data products to institutional clients.
- Connectivity and Integration Services: OMS integration services (Bloomberg AIM, TSOX, Charles River, Allvue, Siepe, Valitana) are offered as part of the platform ecosystem. Connectivity integrations such as Bloomberg RUNZ publishing through Runs Manager are offered at no cost.
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Octaura product offering
Product offeringCore offering
Octaura operates electronic trading platforms for the secondary syndicated loan and CLO markets, supporting multiple trading protocols (RFQ, Bilateral, Lists, BWICs) for institutional buy-side and sell-side participants. The platform is powered by Octaura Intelligence, a proprietary data engine that produces real-time and end-of-day loan pricing, liquidity scoring, and market analytics. Octaura also sells proprietary data feeds (Octaura Pricing, Octaura Liquidity Metrics) via SFTP, API, or in-platform delivery to institutional clients.
Product overview
Octaura offers a multi-product electronic trading, data, and analytics platform for the syndicated loan and CLO markets. The core offering consists of three integrated trading platforms: the Octaura Loan Trading Platform, the Octaura CLO Trading Platform, and the Octaura Insights Platform (launched in beta in June 2026). These trading platforms are powered by Octaura Intelligence, the company's proprietary data engine, and are complemented by two data feed products—Octaura Liquidity Metrics (OLM) and Octaura Pricing (including end-of-day Octaura Price and intraday Octaura Price X). Supporting tools include Runs Manager for dealer run management and the Market Lists protocol. Data and analytics are accessible through the interactive Insights Platform, directly via the trading platforms, or through direct data delivery (SFTP/API) into users' own systems.
Differentiator
Problem solved
Functional benefit
Products and services
- Octaura Loan Trading Platform Electronic trading platform for syndicated leveraged loans supporting multiple trading protocols (RFQ, Bilateral, Lists) with real-time trading data, proprietary liquidity insights, and straight-through connectivity to dealer and buyside networks.
- Octaura CLO Trading Platform Electronic trading platform for Collateralized Loan Obligations (CLOs) offering multiple trading protocols (Bilateral, RFQ, Lists) with real-time market color, integrated analytics, and the Live Feedback auction-style feature for CLO BWIC lists.
- Octaura Insights Platform Interactive intelligence platform that consolidates proprietary pricing and liquidity data feeds, market intelligence, news, and analytics in a single customizable interface for the leveraged loan and CLO markets, with widget-based dashboards aligned to trading workflows.
- Octaura Liquidity Metrics (OLM) Suite of proprietary liquidity analysis tools quantifying ease and likelihood of execution across leveraged loan assets, including Octaura Liquidity Scores (1–10+ scale), dealer quote counts, bid/ask depth, two-way market counts, hit rates, and historical liquidity statistics across 2,000+ leveraged loans.
- Octaura Pricing (OP and OPX) Proprietary loan pricing data product offering end-of-day pricing (Octaura Price) and intraday pricing (Octaura Price X) derived from live platform activity, dealer runs, and market interactions, delivered via SFTP, API, or directly through Octaura platforms.
Quantifiable outcome
- CLO BWIC process reduced from ~90 minutes to as little as 15 minutes with Live Feedback protocol
- +6 more outcomes
Companies that use Octaura
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Octaura technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature8 records
Octaura partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered supporting and core.
- SiepesupportingIntegration of Siepe's Order Management System with Octaura enables straight-through order routing, execution, and trade booking of leveraged loans and structured finance, streamlining workflows for alternative investment and credit managers.
- Bloomberg (AIM & TSOX)coreIntegration with Bloomberg's AIM (order and investment management) and TSOX (execution management system), connecting Octaura to Bloomberg's expansive community of buy-side clients. Provides seamless order routing, automated trade messages, and real-time market information combined with portfolio views on Bloomberg.
- CreditSights (LevFin Insights)coreStrategic partnership to integrate LevFin Insights leveraged finance data and news into Octaura's electronic trading platform and analytics suite. The collaboration enhances trading analytics, market insights, and decision-making for buy and sell-side participants. Rolled out in phases over the coming months.
- Allvue SystemscoreJoint implementation combining Allvue's CLO management platform with Octaura's electronic leveraged loan trading platform. Implemented for ICG (global alternative asset manager) to streamline loan trading and portfolio management workflows, enabling trade reconciliations that previously took days in hours or minutes.
- ValitanasupportingTwo-way real-time integration between Valitana's CLO analytics and portfolio management platform (Vantage) and Octaura's electronic trading platform. Mutual clients stage orders in Vantage, route to Octaura for execution, and receive electronic trade reports back in real-time for straight-through processing.
- Charles River Development (State Street)coreTwo-way interface between Charles River IMS and Octaura's platform, enabling buy-side clients to submit orders from within Charles River to Octaura and receive real-time updates via the Charles River FIX Network, eliminating manual workflows and supporting efficient order management.
- Genesis GlobalsupportingGenesis Global is the low-code software development platform for financial markets on which Octaura was built. Octaura leverages Genesis Global's infrastructure to deliver its trading solutions with natively integrated data and analytics.
Scale indicators9 records
Recent moves9 records
Expansion highlights7 records
Octaura competitors and assessment
Company assessmentDirect peers
- Tradeweb Markets: Tradeweb operates one of the largest electronic marketplaces for institutional fixed income trading, including credit products. It is a direct competitor in electronic secondary trading of loans and CLOs, with overlapping institutional buy-side and sell-side clients.
- MarketAxess: MarketAxess operates an electronic trading platform for fixed income, particularly credit, and has expanded into syndicated loans and CLOs. It directly competes with Octaura for institutional trading flow and market data in the same asset classes.
- S&P Global Market Intelligence (LCD): S&P Global's Leveraged Commentary & Data (LCD) provides loan market data, pricing, and analytics. Its coverage of the leveraged loan market overlaps with Octaura's pricing and liquidity data products (OP, OLM), competing for institutional data subscriptions.
Broad incumbents
- Finastra: Finastra provides capital markets and trading technology infrastructure to financial institutions. While broader in scope, it competes in adjacent fixed income trading technology where Octaura operates and serves many of the same institutional clients.
- IHS Markit (now part of S&P Global): IHS Markit (now S&P Global) provides pricing, reference data, and analytics for syndicated loans and CLOs. Its data products overlap with Octaura's Octaura Pricing and Octaura Liquidity Metrics in the same institutional buyer workflows.
- Intercontinental Exchange (ICE): ICE operates multiple fixed income and credit trading venues and data services. It is a broader incumbent in electronic fixed income markets with capabilities that overlap with Octaura's electronic trading and data offerings.
- Bloomberg: Bloomberg provides the AIM order management and TSOX execution management systems used by institutional credit traders. It is both a competitor (TSOX execution) and a distribution partner (AIM/TSOX integration) for Octaura, with deep existing relationships at buy-side firms.
Emerging players
- Xtract Research: Xtract Research provides loan-level analytics, pricing models, and portfolio monitoring tools for the leveraged loan market. It is an emerging data and analytics provider serving similar institutional loan investors as Octaura's Insights Platform.
- CredX Technologies (LSTA): CredX is an LSTA-supported loan trading platform designed to bring standardized electronic trading to the secondary loan market. It competes with Octaura's loan trading platform for dealer and buyside adoption in syndicated loan electronification.
Others
- Genesis Global: Genesis Global is the low-code financial markets platform on which Octaura is built. It is an enabling technology partner/infrastructure provider rather than a direct competitor, but represents a critical vendor relationship and adjacent FinTech infrastructure play.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Octaura social profiles
Digital presenceOctaura compliance and trust
Trust signalCompliance1 record
Octaura financial estimates
Financial estimateRevenue estimate
Valuation estimate
Octaura leadership team
Management profileNumber of profiles
Profiles9 records
Octaura funding detail
Funding detailFunding overview
Funding rounds2 records
Investors15 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Octaura M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Octaura
What does Octaura do?
Octaura operates electronic trading platforms for the secondary syndicated loan and CLO markets, supporting multiple trading protocols (RFQ, Bilateral, Lists, BWICs) for institutional buy-side and sell-side participants. The platform is powered by Octaura Intelligence, a proprietary data engine that produces real-time and end-of-day loan pricing, liquidity scoring, and market analytics. Octaura also sells proprietary data feeds (Octaura Pricing, Octaura Liquidity Metrics) via SFTP, API, or in-platform delivery to institutional clients.
Is Octaura a public or private company?
Octaura is a private company. It is classified as venture growth investor backed and is currently operating.
When was Octaura founded?
Octaura was founded in 2022. It employs 101 to 250 people.
Where is Octaura based?
Octaura is headquartered in New York, United States, in the North America region.
How does Octaura make money?
Three revenue lines are on record. Electronic Trading Platform Fees are the primary driver. The others are data and Analytics Subscription and connectivity and Integration Services.
Who are Octaura's main competitors?
Direct peers on record are Tradeweb Markets, MarketAxess and S&P Global Market Intelligence (LCD). Broad incumbents are Finastra, IHS Markit (now part of S&P Global), Intercontinental Exchange (ICE) and Bloomberg. Emerging players are Xtract Research and CredX Technologies (LSTA). Genesis Global is listed as an others.
Does Octaura have an API?
Yes. Octaura provides access to its proprietary data feeds—including Octaura Liquidity Metrics (OLM) and Octaura Pricing—via SFTP, API, CSV or Excel download. Data feeds cover a universe of over 2,000 leveraged loans and are accessible directly through the Octaura Loan Trading Platform, the Octaura Insights Platform, or via direct data delivery into users' own systems and workflows.
What industry is Octaura in?
Octaura's product category is Electronic Trading Platform. Its primary akta.pro industry code is FSADAJAD, Liquidity Aggregation & Smart Order Routing, with a secondary code of FSAFAIAA, Real-Time Market Data Feeds & Terminals. Its NAICS code is 52315 and its SIC code is 6200.