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Orca Financial

Financial Education For The New Generation


What Motivates Us

Orca is focused on empowering the new generation of investors, through financial literacy and speaking engagements. We provide eduaticational resources to help reduce your taxes, advise on the right structure for your startup, investment topics 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 wants to bridge that knowledge gap and change the way you look and feel about finance/investing. We want the new generation to take control of their finances and make the right decisions for themselves.

We are not sharks, or wolves, we are Orcas: A New Breed of Educators.

What Do We Do

We simplify investing terms for you and help you reach your life/business goals.

Orca is built as a source for investing information, we explain current events as well as topics about investing. Because here at Orca, it's important to us that you understand how you are investing, what you're investing in, and that you receive education rather than just handing your future over to a robot who does not understand you at all.

Education

Orca explains financial terms and breaks down proven market strategies in order to make an intimidating concept very easy through our pod of experts.

Current Events

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!

Ask Orca

Ask our pod of experts any financial questions you may have and read through questions from like-minded peers we have already answered.

Venture Capitalists

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.

Social Media Influencers

Orca has developed unique strategies for Social Media Influencers; Our partner's portfolio strategies and planning help give a clear financial future.

Freelancers

Orca educates freelancers to plan out their cash flow and provide insight on tax strategies that are unique to them.

Start Up Employees

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.

 

 

Start Up Founders

Orca is an end-to-end service provider for start-up founders. 

Investing

Orca has partnered with corporate firms and added resources to provide easy access to help answer your most daunting questions and help you whether you a startup or existing corporation looking to resolve your business, planning and growth issues. 

Goal Planning

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.

Consultation

If you are interested in learning more about personal investing, reach out through our “Contact Us” section for a free 15 min phone call or Facetime chat! with our partner advisers. 

Who Are We

Rohan Thakkar - CEO/Founder

Rohan is our Pod Leader and sets the strategic vision for Orca. 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. Doing 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 to inspire the new generation take control of their financial, business and personal futures.

 

Previously, Rohan spent two years at IBM in the Bay Area and graduated from Purdue University in 2013.

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