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Wavvest helps advisors help more people.

Purpose built for the next generation of human advisors.

The Modern OS for the next-gen of advisors.

SEC Registered 
SIPC Insured
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Better outcomes for Advisors and Their Clients

Built for the next generation of advisors and clients, Wavvest is an end-to-end operating system that brings planning, investing, estate, insurance, and tax together, so you can deliver better advice to more people.

    "In 24 years working with advisors and evaluating tech, nothing compares to what Wavvest has built.

It’s the future of wealth management."

Jade Rossback
Wealthspan Investment Management
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“Wavvest helped us every step of the way as we launched BLDR. They've been great partners.” 

Allan & Chelsea Sheahan

BLDR Wealth

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Meet Canvas: financial planning reimagined. 

Canvas is your AI-powered financial planning co-pilot, built to help advisors model scenarios, create infinitely flexible plans, and make smarter decisions in real time. It's interactive, dynamic, and seamlessly integrated into the Wavvest platform. 

Backed by investors and operators from

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  • What is Wavvest?
    Wavvest is an end-to-end operating system for wealth management firms. It brings together financial planning, investment management, estate planning, tax preparation, and insurance in one unified platform so advisors can run their business and serve clients more efficiently.
  • How does Wavvest benefit advisors?
    Wavvest helps advisors grow their business and serve clients more efficiently. It simplifies daily operations by combining planning, portfolio management, client communication, and key services like taxes and estate planning into one platform. This saves time, reduces complexity, and improves the overall client experience.
  • And their clients?
    Clients get a single place to manage their entire financial life. They can view their investments, track their goals, and access services like tax filing, insurance, and estate planning without juggling multiple providers. The experience is simple, modern, and built around their needs.
  • Tell me more about Wavvest's Services.
    Wavvest offers a full suite of services designed to help advisors deliver comprehensive wealth management from a single platform. These services are fully integrated so advisors can operate more efficiently and clients get a seamless experience. Investments Advisors can run their own portfolios or delegate investment management to Wavvest. The platform supports model portfolios, direct indexing, and full account management including trading and rebalancing. Financial Planning Our planning engine is built directly into the core platform, allowing advisors to generate and update financial plans instantly. Plans stay connected to real-time account data and can be updated using natural language. Estate Planning Clients can create and manage key legal documents like wills and trusts entirely online. Advisors can oversee the process or step in as needed. Insurance Wavvest connects clients to life insurance products through embedded partnerships. Clients can apply for coverage and manage policies within the platform. Tax Wavvest supports both tax planning and filing. Clients can prepare and submit returns through the platform, and advisors can incorporate tax strategy into broader planning conversations. Advisor Tools The Wavvest Weave dashboard gives advisors full visibility into client activity, along with tools for financial planning, CRM, file sharing, and more. We are continuing to expand this suite to replace fragmented advisor tech stacks.
  • What is Canvas?
    Canvas is Wavvest’s financial planning tool. It gives advisors and clients the ability to build, visualize, and adjust financial plans in real time. You can prompt it using plain language, model out any scenario, and generate plans instantly. Canvas is powerful, flexible, and built to handle everything from simple goals to complex planning needs.
  • Do advisors and their clients need to use all of Wavvest’s services?
    No. Wavvest is designed to be flexible. Advisors can choose the services that fit their practice, and clients can engage with only what they need. Whether it's just financial planning, investment management, or the full suite including tax and estate, Wavvest adapts to each firm’s approach.
  • How does Wavvest make money?
    Please see details on our pricing structure here: weave.wavvest.com
  • Disclaimers:
    Please see the relevant disclosures at the bottom of this website.

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Wavvest Holdings, Inc. (“Wavvest”) is a tech company headquartered  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.

© 2025 Wavvest Holdings Inc.

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