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Tax Filing to Enhance Your Services (Coming Soon)

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

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Client-Facing Technology

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Early Tax Refunds

Receive your federal tax refund up to 6 days early with direct deposit to your Wavvest account.

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Easy Deposit Setup

Set up direct deposit with the IRS to streamline your tax refund process.

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Instant Notifications

Get alerts as soon as your tax refund is deposited, so you’re always informed.

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Streamlined Tax Filing

Effortlessly streamline your tax filing process with 1099 integration and pre-filled data fields.

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Advisor-Facing Technology

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Comprehensive Tax Solutions

Give clients easy access to tax filing services and resources on our platform, while integrating tax return results into our tax-based planning.

Streamlined Client Experience

Help clients receive their federal tax refunds early with direct deposit options, enhancing their financial management.

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Enhanced Client Communication

Keep clients informed about their tax status and refunds with timely alerts and updates.

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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.​

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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.

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