- conflicts or gaps
- [{"yc_batch_label": {"value": "YC company page and YC OSS API say Summer 2012 (S12); March 2016 YC blog post says 'Spring 2012 class'.", "source_urls": ["https://www.ycombinator.com/companies/octavewealth", "https://yc-oss.github.io/api/batches/summer-2012/octavewealth.json", "https://www.ycombinator.com/blog/octavewealth-yc-s12-is-a-full-service-401-k-for-smbs"]}, "founded_year_discrepancy": {"value": "Quillu Inc. incorporated 2012 (Form ADV) and Tracxn lists 2012; LinkedIn company profile lists founded year 2016; Rikin Shah CEO tenure on LinkedIn starts Jan 2016.", "source_urls": ["https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf", "https://tracxn.com/d/companies/octavewealth/__YzAWql9X7IfLH7LX7OUZshRO3a9aPLloVPWzt3Fs2uw", "https://www.linkedin.com/company/octavewealth", "https://linkedin.com/in/rik1shah"]}, "founder_visibility": {"value": "YC company page lists only Rikin Shah as founder; Dharmesh Malam is co-founder per YC blog, Form ADV, Tracxn, and LinkedIn but absent from OctaveWealth /about management section.", "source_urls": ["https://www.ycombinator.com/companies/octavewealth", "https://www.ycombinator.com/blog/octavewealth-yc-s12-is-a-full-service-401-k-for-smbs", "https://octavewealth.com/about", "https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf"]}, "funding_investor_conflict": {"value": "Tracxn lists Y Combinator as sole institutional investor with one 2012 seed round. Dharmesh Malam LinkedIn profile text claims funding from 'Y-Combinator, A16Z, General Catalyst, Founders Fund, etc.' — not corroborated by Tracxn or other primary sources found.", "source_urls": ["https://tracxn.com/d/companies/octavewealth/__YzAWql9X7IfLH7LX7OUZshRO3a9aPLloVPWzt3Fs2uw/funding-and-investors", "https://linkedin.com/in/dmmalam", "https://linkedin.com/in/rik1shah"]}, "employee_count_discrepancy": {"value": "YC reports team size 2; LinkedIn reports 3 employees; SEC third-party profile reports 2 advisors.", "source_urls": ["https://www.ycombinator.com/companies/octavewealth", "https://www.linkedin.com/company/octavewealth", "https://www.retirementplanning.net/retirement-planners/california/san-francisco/octavewealth/2009157"]}, "aum_figures_differ": {"value": "Form ADV (March 2022) reports $14,280,960 discretionary AUM; third-party SEC-data aggregators cite ~$16,530,000 — likely different reporting dates.", "source_urls": ["https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf", "https://www.retirementplanning.net/retirement-planners/california/san-francisco/octavewealth/2009157"]}, "pricing_changed": {"value": "Website pricing ($200 base + $9/eligible) differs from 2022 Form ADV ($150/plan + $8/employee).", "source_urls": ["https://octavewealth.com/", "https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf"]}, "data_gaps": {"value": ["No verified post-2012 funding rounds or amounts beyond YC seed", "No Crunchbase or press release confirming A16Z / General Catalyst / Founders Fund investment", "Form ADV on file is dated March 2022; current AUM may be stale", "YC company page omits Dharmesh Malam from founders section"], "source_urls": ["https://tracxn.com/d/companies/octavewealth/__YzAWql9X7IfLH7LX7OUZshRO3a9aPLloVPWzt3Fs2uw/funding-and-investors", "https://linkedin.com/in/dmmalam", "https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf", "https://www.ycombinator.com/companies/octavewealth"]}}]
- source urls
- ["https://adviserinfo.sec.gov/firm/summary/170975", "https://linkedin.com/in/dmmalam", "https://linkedin.com/in/jessielicfa", "https://linkedin.com/in/rik1shah", "https://octavewealth.com/", "https://octavewealth.com/about", "https://octavewealth.com/ria_forms/OctaveWealth_ADV2_2022.pdf", "https://tracxn.com/d/companies/octavewealth/__YzAWql9X7IfLH7LX7OUZshRO3a9aPLloVPWzt3Fs2uw", "https://tracxn.com/d/companies/octavewealth/__YzAWql9X7IfLH7LX7OUZshRO3a9aPLloVPWzt3Fs2uw/funding-and-investors", "https://www.advisoralign.com/san-francisco-ca/firm/octavewealth", "https://www.linkedin.com/company/octavewealth", "https://www.retirementplanning.net/retirement-planners/california/san-francisco/octavewealth/2009157", "https://www.ycombinator.com/blog/octavewealth-yc-s12-is-a-full-service-401-k-for-smbs", "https://www.ycombinator.com/companies/industry/human-resources/san-francisco-bay-area", "https://www.ycombinator.com/companies/octavewealth", "https://yc-oss.github.io/api/batches/summer-2012/octavewealth.json"]