Home | Wavvest | Digital Wealth Management

Flexible Investment Solutions

Breaking free from over commoditized robo-advisors, Wavvest delivers tailored investment strategies and nuanced risk assessment for every client.

Instant Account Opening

Clients can open and fund accounts within 10 minutes, with no waiting periods.

Overview in One Place

Clients can see their holdings, asset allocation, and performance all in one dashboard.

Goals-Based Investments

Investment plans tailored to each client’s risk tolerance and financial goals.

Wavvest X AI Portfolio Insights

Empower clients to interact with advanced AI for deep insights into their holdings and portfolio performance.

Advisors can customize their level of involvement based on client needs.

Set portfolios to automatically manage tax loss harvesting and rebalance based on market conditions.

Access a comprehensive set of tools for efficiently managing client accounts across multiple custodians.

Integrated, effortless trust creation – securing your clients' future with ease.

Estate Planning

Financial planning helps your clients organize and manage their money to achieve their goals.

Financial Planning

Protect your clients' future with seamless life insurance solutions, just a few clicks away.

Insurance

Expand your service offering with integrated tax prep and filing, all through our seamless, holistic platform.

Taxes