Wavvest
HQ Address
24 E Washington St, 875, Chicago, IL 60602, United States
Website Address
Business introduction
Wealth Management Was Overdue for a Teardown
So we rebuilt it AI-native, from the data layer up. One system for planning, investing, and advice, instead of the ten that came before
Our story
Why we started Wavvest
Wavvest was founded in 2024 on a simple belief: technology should help financial advisors deliver better advice to more people. Our founding team brought together private banking, multi-family office, engineering, and product design to take on a hard problem, how to scale holistic wealth management for the next generation of clients.
We were frustrated by outdated systems and fragmented tools. So we set out to build a single platform that brings planning, investments, estate, tax, and insurance together, giving advisors everything they need to operate at scale and serve clients more deeply.
By pairing financial insight with engineering, we are building the modern operating system for wealth, one that simplifies the complex, strengthens human advisors rather than replacing them, and meets the rising expectations of today's clients.
Wavvest Solutions
Wavvest Platform
Built AI-first. Not bolted on Others bought their AI and bolted it on. We built ours. Wavvest's intelligence was developed natively, from the data layer up, so every workflow runs on a system that understands the full context of each client. Full-context intelligence The platform sees the whole client picture at once. Planning,......
business needs
- Business Intelligence & Practice Management
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
Wavvest Wealth
The Wavvest difference Our approach combines institutional discipline with real-world experience, helping clients build, preserve, and transfer wealth with clarity and confidence. How we work Portfolio management Evidence-based portfolios designed for long-term results that manage risk across market environments. Client service Direct access to experienced professionals who understand your goals and your financial life. Interests aligned Fiduciary advice,......
