Wavvest

📍 Chicago, United States🗓 Founded 2024👥 8 employees💰 Last funded Aug 2024
Financial Services🌐 wavvest.com
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The all-in-one wealth management platform for RIAs. Empower your advisory practice with a modern, AI-driven platform that integrates investments, financial planning, estate planning, insurance, and tax prep in one seamless solution. Designed to help RIAs attract next-gen clients and streamline their daily operations, Wavvest enables you to deliver a superior client experience while efficiently managing your book of business. Join the wave of advisors transforming their practice with technology. Disclosures: Wavvest is an SEC registered investment adviser. All investing involves risk. Past performance is not indicative of future results.
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2024
Founded

Investors

1 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
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Frequently asked questions
Who invested in Wavvest?
Wavvest has 1 investors on record on gritt.io, including 1 early-stage backers.
When did Wavvest last raise funding?
The most recent investment in Wavvest recorded on gritt.io was in August 2024.
When was Wavvest founded?
Wavvest was founded in 2024.
What industry is Wavvest in?
Wavvest operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Wavvest based?
Wavvest is headquartered in Chicago, United States.