top of page
patten.png

We build bold wealth-tech.

Specifically designed to help RIAs attract & retain the next generation of wealth.

Frame 7935.png
Rectangle 50.png
Frame 427321406.png

Better outcomes for Advisors and Their Clients

Wavvest enhances advisor-client outcomes with an AI-driven platform that integrates financial planning, investments, estate planning, insurance, and tax prep, ensuring a seamless experience for advisors and their clients.

Rectangle 50.png
Option A_ current portal.png

AI-Powered Advisor  Platform

Wavvest Weave transforms wealth management with advanced AI for business intelligence, integrated communication, automated portfolio rebalancing, and seamless CRM and ERP integration, enhancing efficiency and data accuracy.

Use Cases

Backed by investors and operators from

logos.png
footer.png

Download Our App Today

Download on the App Store
Get it on Google Play
Wavvest marked logo

Wavvest Holdings, Inc. (“Wavvest”) is a tech company headquarter in Chicago, IL and the parent company of Wavvest Wealth LLC and Wavvest Technologies LLC. Wavvest Wealth LLC is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Wavvest Wealth LLC may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The Wavvest website (referred to herein as the “Website”) is limited to the dissemination of general information about its advisory services, along with access to additional investment-related information, publications, and links. The publication of the Website on the Internet should not be construed by any client or prospective client as Wavvest's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Wavvest with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.​

​

Ladder Insurance Services, LLC (CA license 0K22568; AR license 3000140372) offers term life insurance policies: (i) in California, on behalf of its affiliate, Ladder Life Insurance Company, Palo Alto, CA (policy form number P-LL100CA); (ii) in New York, on behalf of Allianz Life Insurance Company of New York, New York, NY (policy form number MN-26); (iii) in the District of Columbia and all states except New York on behalf of Amica Life Insurance Company, Lincoln, RI (policy form number ICC23P-AM100 and P-AM100); (iv) Fidelity Security Life Insurance Company®, Kansas City, MO in the District of Columbia and all states except California and New York (policy form number ICC23-M-1069 and M-1069, varies by state); and (v) in the District of Columbia and all states except Connecticut and New York on behalf of S.USA Life Insurance Company, Inc., Roanoke, VA (policy form number ICC23P-PL100 and P-PL100), a Prosperity Life Group company. Only Allianz Life Insurance Company of New York is authorized to issue life insurance in the state of New York. Insurance policy prices, coverages, features, terms, benefits, exclusions, limitations and available discounts vary among these insurers and are subject to qualifications. Each insurer is solely responsible for any claims and has financial responsibility for its own products.

© 2024 Wavvest Holdings Inc.

  • LinkedIn
bottom of page