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Octogone Group

Full company profile

uuid000dlej

Namestring
Octogone Group
Legal namestring
Octogone Gestion Sàrl/Fininvesta Sàrl
Websiteurl
octogone.ch
Company typeenum
Private
Founded yearint
1995
Short descriptiontext

Octogone Group is an independent Swiss wealth management firm founded in 1995, managing USD 5.8 billion across five global offices for HNW/UHNW individuals, families, and institutions through discretionary and advisory mandates.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersGeneva, Switzerland
HQ citystring
Geneva
HQ countrystring
Switzerland
HQ regionstring
Europe
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, independent asset management, discretionary portfolio management, family office services, investment advisory
Industry4 codes
PRIMARYFSAEAAAI
Family Office Advisory (Single/Multi-Family)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAAABAM
Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)
Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management
SECONDARYFSAAADAH
Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
SECONDARYFSAAADAC
Family Office Advisory & Outsourced CIO (OCIO)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
  • Other Financial Investment Activities5239
SIC code2 codes
  • Investment Advice6282
  • Finance Services6199
Product category
Independent Wealth Management
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Wealth Management Fees
TypeSubscription Recurring
Description

Fee-based revenue from discretionary portfolio management mandates and advisory mandates for high net worth individuals, families, and institutions. Charges based on assets under management and service level.

octogone.ch
2Family Office Services
TypeProfessional Services
Description

Comprehensive family office services including wealth preservation, growth, and succession planning for international clients.

octogone.ch
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Pricing details2 tiers
1Discretionary Mandates - Full portfolio management with client-defined parameters
ModelSubscriptionBilling cadenceAnnual
Notes

Fees based on assets under management percentage, tailored to client profile and investment mandate complexity

octogone.ch
2Advisory Mandates - Client remains involved in investment decisions with professional guidance
ModelSubscriptionBilling cadenceAnnual
Notes

Lower fee structure than discretionary mandates, based on advisory service level and assets under management

octogone.ch
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Octogone Group is an independent wealth management firm providing discretionary and advisory portfolio management to high net worth individuals, families, family offices, and institutional clients across 5 global offices. Core services include tailored discretionary mandates, advisory mandates, family office services (estate planning, succession, consolidated reporting), and a structured five-stage investment process supported by the WEALTHARC platform for portfolio consolidation and regulatory compliance.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • $5.8 billion USD assets under management as of December 31, 2025
+2 more records
Product overview1 text field

Octogone Group is an independent wealth management firm offering a unified platform of financial services through a network of five global offices. The core offering centers on wealth management with discretionary mandates, advisory mandates, and family office services. Supporting services include estate planning, corporate services, and a structured investment process. The group leverages WEALTHARC digital technology for portfolio consolidation and regulatory compliance. The company manages USD 5.8 billion in assets under management across 80+ specialists serving families and institutions in Europe, Americas, and Middle East.

Product and service8 records
1Wealth Management
CategoryWealth Management
2Discretionary Mandates
CategoryPortfolio Management
3Advisory Mandates
CategoryInvestment Advisory
4Family Office Services
CategoryFamily Office Services
5Discretionary Investment Management (Nassau)
CategoryPortfolio Management
6Estate Planning
CategoryFamily Office Services
7Corporate Services
CategoryWealth Structuring Services
8Structured Investment Process Services
CategoryInvestment Advisory
Scale indicator6 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1WEALTHARC
Strategic tierCoreTypeTechnology or Integration
Description

WEALTHARC provides innovative digital technology enabling Octogone to consolidate assets under management, automate processes, and meet regulatory challenges. The platform delivers a state-of-the-art solution for family offices, independent financial advisors, and private banks, supporting consolidated reporting and portfolio management.

2Ombud Finance Switzerland (OFS)
Strategic tierMinorTypeOthers
Description

Mediation body established in compliance with FIDLEG/LSFin requirements. Provides dispute resolution services for clients of financial service providers in Switzerland.

octogone.ch
Recent move11 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries5 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance8 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Octogone Group

Independent Wealth Managementoctogone.ch

Octogone Group is an independent Swiss wealth management firm founded in 1995, managing USD 5.8 billion across five global offices for HNW/UHNW individuals, families, and institutions through discretionary and advisory mandates.

Octogone Group firmographics

Firmographics
Name
Octogone Group
Legal name
Octogone Gestion Sàrl/Fininvesta Sàrl
Website
https://octogone.ch
Company type
Private
Founded year
1995
Operating status
Operating
Headcount range
101–250 employees
Short description
Octogone Group is an independent Swiss wealth management firm founded in 1995, managing USD 5.8 billion across five global offices for HNW/UHNW individuals, families, and institutions through discretionary and advisory mandates.
Ownership category
akta.pro rank

Octogone Group industry classification

Industry
Product category
Independent Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)
SIC
Investment Advice (6282), Finance Services (6199)
akta.pro industry
PRIMARYFSAEAAAI
Family Office Advisory (Single/Multi-Family)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAAABAM
Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)
Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management
SECONDARYFSAAADAH
Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)
SECONDARYFSAAADAC
Family Office Advisory & Outsourced CIO (OCIO)
Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

  • Wealth management services
  • Independent asset management
  • Discretionary portfolio management
  • Family office services
  • Investment advisory

Where Octogone Group is headquartered

Location

Headquarters

HQ city
Geneva
HQ country
Switzerland
HQ region
Europe

Offices5 records

Markets served

Octogone Group business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

  1. Wealth Management Fees: Fee-based revenue from discretionary portfolio management mandates and advisory mandates for high net worth individuals, families, and institutions. Charges based on assets under management and service level.
  2. Family Office Services: Comprehensive family office services including wealth preservation, growth, and succession planning for international clients.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualDiscretionary Mandates - Full portfolio management with client-defined parameters
SubscriptionAnnualAdvisory Mandates - Client remains involved in investment decisions with professional guidance

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Octogone Group product offering

Product offering

Core offering

Octogone Group is an independent wealth management firm providing discretionary and advisory portfolio management to high net worth individuals, families, family offices, and institutional clients across 5 global offices. Core services include tailored discretionary mandates, advisory mandates, family office services (estate planning, succession, consolidated reporting), and a structured five-stage investment process supported by the WEALTHARC platform for portfolio consolidation and regulatory compliance.

Product overview

Octogone Group is an independent wealth management firm offering a unified platform of financial services through a network of five global offices. The core offering centers on wealth management with discretionary mandates, advisory mandates, and family office services. Supporting services include estate planning, corporate services, and a structured investment process. The group leverages WEALTHARC digital technology for portfolio consolidation and regulatory compliance. The company manages USD 5.8 billion in assets under management across 80+ specialists serving families and institutions in Europe, Americas, and Middle East.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management
  • Discretionary Mandates
  • Advisory Mandates
  • Family Office Services
  • Discretionary Investment Management (Nassau)
  • Estate Planning
  • Corporate Services
  • Structured Investment Process Services

Quantifiable outcome

  • $5.8 billion USD assets under management as of December 31, 2025
  • +2 more outcomes

Companies that use Octogone Group

Customer profile

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Octogone Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Octogone Group partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core and minor.

  • WEALTHARCcoreTechnology or IntegrationWEALTHARC provides innovative digital technology enabling Octogone to consolidate assets under management, automate processes, and meet regulatory challenges. The platform delivers a state-of-the-art solution for family offices, independent financial advisors, and private banks, supporting consolidated reporting and portfolio management.
  • Ombud Finance Switzerland (OFS)minorOthersMediation body established in compliance with FIDLEG/LSFin requirements. Provides dispute resolution services for clients of financial service providers in Switzerland.

Scale indicators6 records

Recent moves11 records

Expansion highlights5 records

Octogone Group competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Octogone Group social profiles

Digital presence

Octogone Group compliance and trust

Trust signal

Compliance8 records

Octogone Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Octogone Group leadership team

Management profile

Number of profiles

Profiles13 records

Octogone Group subsidiaries and ownership

Company hierarchy

Subsidiaries5 records

Octogone Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Octogone Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Octogone Group

What does Octogone Group do?

Octogone Group is an independent wealth management firm providing discretionary and advisory portfolio management to high net worth individuals, families, family offices, and institutional clients across 5 global offices. Core services include tailored discretionary mandates, advisory mandates, family office services (estate planning, succession, consolidated reporting), and a structured five-stage investment process supported by the WEALTHARC platform for portfolio consolidation and regulatory compliance.

Is Octogone Group a public or private company?

Octogone Group is a private company. It is classified as management employee owned and is currently operating.

When was Octogone Group founded?

Octogone Group was founded in 1995. It employs 101 to 250 people.

Where is Octogone Group based?

Octogone Group is headquartered in Geneva, Switzerland, in the Europe region.

How does Octogone Group make money?

Two revenue lines are on record. Wealth Management Fees are the primary driver. The others are family Office Services.

Does Octogone Group have an API?

No public API is recorded for Octogone Group.

What industry is Octogone Group in?

Octogone Group's product category is Independent Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.

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