We build bold wealth-tech.

Wavvest Holdings, Inc. (operating as “Wavvest”) is currently a technology company creating innovative wealth-tech solutions. Our mission is to equip Registered Investment Advisors (RIAs) with advanced, user-friendly tools to enhance the wealth management experience for their clients. With a focus on the tech-savvy, high-earning millennial demographic, Wavvest is dedicated to streamlining the process of wealth management through technology. Our flagship offering, the Wavvest App, encapsulates our commitment to setting a new standard in digital financial advisory services. Wavvest is also building some exciting AI-powered tools to help advisors more efficiently scale their books of business.

The app automates time-consuming tasks such as account opening, risk assessment, financial planning, and ongoing portfolio management. The intuitive interface and AI-driven functionality mean that routine client inquiries are handled efficiently, providing advisors with more bandwidth to concentrate on high-value interactions such as business development. Advisors can tailor their level of personal engagement, ensuring they are available for in-depth consultations and bespoke advice when clients seek a human touch. Our holistic platform enables advisors to monetize services like estate planning, life insurance, and tax preparation, unlocking new revenue streams that were previously untapped.

Clients enjoy a high degree of autonomy with the ability to manage their accounts and investments directly within the app. This includes a straightforward process for setting up and adjusting investment portfolios and easy access to ancillary services such as financial planning, estate planning, term life insurance, and tax filing — all facilitated digitally for their convenience. This comprehensive platform fosters an efficient wealth management ecosystem, balancing advanced technology with the personalized service clients expect from their advisors in today's digital-first world.

Wavvest's suite of services is designed with the modern financial landscape in mind. Our platform offers a comprehensive set of tools that will include: Investment Management: Providing access to a range of investment options to cater to diverse investment preferences and risk tolerances. Advisors using Wavvest can delegate investment authority to Wavvest in a sub-advisor capacity, or can run their own portfolios. Financial Planning: We provide a fully integrated planning engine aligned with our investment function, enabling real-time alignment between financial goals and investment strategies. This seamless connection allows advisors to make more informed decisions, ensuring that clients' portfolios are always tailored to their evolving needs. Estate Planning: Digital facilitation of essential documents such as wills and trusts, simplifying the process of securing clients' financial futures. Life Insurance Solutions: Offering seamless integration with life insurance providers for quick and easy policy management and applications. Tax Services: Enabling efficient tax filing and planning capabilities to ensure clients are well-prepared for tax season with minimal hassle. Personalized Advisor Engagement: Through our platform, advisors can offer personalized advice and maintain the quality of human interaction, being as involved as clients need them to be. Advisor-facing Tools: With Wavvest Weave, advisors have full visibility into client accounts. Wavvest has plans to build a robust suite of AI-powered tools to integrate with our advisor tech stack. By integrating these services into one platform, Wavvest ensures that advisors can deliver a holistic, tech-forward wealth management experience that meets the high standards of today’s investors.

While using the full suite of services can provide a more integrated financial strategy, clients are free to select any combination of services that best suits their needs. Whether it's one service or all, our platform is flexible to accommodate diverse financial goals and requirements. Importantly, clients don’t need to be investment clients of Wavvest to access any of our ancillary services.

Absolutely. Wavvest is dedicated to providing comprehensive, continuous support to advisors and their clients. Our platform offers: Lead Generation Support: We assist advisors in expanding their client base by providing tools and insights for effective lead generation and client acquisition. Regular Updates: We keep the platform up-to-date with the latest fintech advancements and regulatory compliance. Responsive Customer Service: Our team is on hand to address technical or operational queries, ensuring seamless platform use. Educational Resources: We equip users with information and guidance to maximize the app's features and capabilities. Community Engagement: Feedback from our users is crucial; it helps us continually refine and enhance our services. Our support goes beyond functionality; we aim to be a collaborative partner in your wealth management journey, responsive to evolving needs and industry shifts.

Wavvest makes money through a minimum platform fee, which can be satisfied by sub-advisor fees charged to RIAs’ clients on a basis points (bps) model. This flexible structure aligns our success with the advisors' success, ensuring that costs are manageable and directly tied to the value delivered to end clients. We're committed to creating a fee structure that benefits all parties, making our services accessible while driving growth for RIAs and enhancing the client experience.

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