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October Three Logo
October Three Growth Score
53
CB Rank
642748
Heat Score
34
Leading provider of defined benefit pension plan design, offering a modern SaaS platform for tax-optimized retirement savings.
Founded
obfuscation
Private Chicago, Illinois, United States101-250 www.octoberthree.com
SaaS
Overview

October Three
Growth Score
53
Heat Score
34

Growth Score53
-16 pts
in past quarter
Heat Score 34
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About October Three

CB Rank
642748
Leading provider of defined benefit pension plan design, offering a modern SaaS platform for tax-optimized retirement savings.
Founded
obfuscation
Private Chicago, Illinois, United States101-250 www.octoberthree.com
SaaS

Key People

Details

Legal Name October Three Consulting LLC
Operating Status Active
Company Type For Profit
Founders  Jeffrey Stevenson
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Actuarial Services
Consulting services providing actuarial analysis and advice for defined benefit pension plans to assess liabilities, funding, and risk.
Cash Balance Plans
Design and consulting for cash balance and hybrid defined benefit pension plans tailored to employer needs.

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Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 1 Contacts 142

Employee Profiles

News

News and Press

News•Mar 25, 2026
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News•Sep 24, 2025
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News•Aug 13, 2025
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News•Aug 13, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,846
-26.86%
 in past month

Interest Signals

TopicSurge Score
Getty Images Logo
Getty Images
96
Defined Benefit Plans Logo
Defined Benefit Plans
96
Application Security Logo
Application Security
94

Actively Used Products

12October Three uses 12 technology products and services including HTML5, HubSpot Marketing Hub, and  HubSpot Forms, according to G2 Stack.

Active Website Tech Count

29October Three is actively using 29 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare CDN, and  Mobile Non Scaleable Content.

Total IP

8October Three has registered 8 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is October Three's headquarters? October Three is located in Chicago, Illinois, United States.Who are October Three's competitors? Alternatives and possible competitors to October Three may include Principal Financial Group, Gallagher, and  Alight Solutions.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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