Financial Freedom For The New Generation
Orca Financial is focused on empowering the new generation of investors, through financial literacy as well as simplifying investment models and strategies. We have partnered with “holistic” advisers, where we work to help reduce your taxes, advise on the right structure for your startup, and much more.
Finance/Investing can be a very confusing world. Whether you're an individual or a founder of a company, you are often left wondering what all those confusing financial terms mean. Orca Financial wants to bridge that knowledge gap and change the way you look and feel about finance/investing through unique methods that cannot be found anywhere else. We want the new generation to take control of their finances and make the right decision today.
We are not sharks, or wolves, we are Orcas: A New Breed Of Advisers.
We simplify investing terms for you and help you reach your life/business goals.
Orca Financial is built as a source for investing information, we explain current events as well as strategies about investing. We are also partnered with experienced advisers who have adopted the Orca mantra and do wealth management for individuals as well as planning for Startups. Because here at Orca Financial, it's important to us that you understand how you are investing, what you're investing in, and that you receive a personalized investing strategy rather than just handing your future over to a robot who does not understand you at all.
Orca explains financial terms and breaks down proven market strategies in order to make an intimidating concept very easy through our pod of experts.
Orca reads all the financial news that’s fit to print, summarize, and translate it into our easy to understand Orca terminology, just for you!
Orca' Mantra focuses on proven tax planning strategies unique towards VC’s and Angels that help with exit strategies as well as planning new investments.
Orca has developed unique strategies for Social Media Influencers; Our partner's portfolio strategies and planning help give a clear financial future.
Orca empowers Start Up Employees by providing strategies that focus on their futures and gives the financial clarity of a corporation at the Start Up level. Provided on an individual or company wide basis.
Orca is an end-to-end service provider for start-up founders. Our partner adviser, like 20/20 CMI, manage and advise on: cash flow, taxes, stock options, filing, sale of the company, and more.
Orca has partnered with firms like 20/20 CMI, a firm with 20+ years of experience, to provide the easiest, motransparent and most interactive investing strategies and management services for our clients.
Orca educates you on how to build roadmaps to help you reach life’s milestones and our partnered advisers have unique portfolios designed for the new generation.
Rohan Thakkar - CEO/Founder
Rohan is our Pod Leader and sets the strategic vision for Orca Financial. As a young investor, Rohan found himself doing hours of research and asking experts in his network for advice on financial planning, including portfolio management and tax planning. Doinzzz all this work proved to be a tiresome task and with limited resources outside of his network
In order to help his fellow peers save time and trouble, he launched Orca Financial to inspire the new generation take control of their financial future and thus created Orca Financial.
Previously, Rohan spent two years at IBM in the Bay Area and graduated from Purdue University in 2013.