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Financial planning doesn't need to look like this.

Use Canvas.

With Wavvest Canvas you get a powerful, flexible planning engine that understands your clients and adapts to their needs.

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The world's best financial planning agent. 

Canvas combines intelligent automation with deep flexibility. Model complex scenarios, visualize any data, and deliver personalized advice at scale, all by telling the tool in natural language.

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It's time to revolutionize your tool set

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Advanced AI fined tuned for financial planning

Context-rich planning built on true client understanding.

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Financial Plan Automation in a Few Clicks

Plans at the click of a button. Tweaks in plain English.

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Note Taker + Canvas

Go from meeting to plan generation automatically. Fast, intuitive, seamless.

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Plans at the click of a button

Canvas lets you generate full financial plans instantly, then refine them using natural language — no spreadsheets, no clunky or rigid software.

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Start with pre-generated templates

Canvas allows you to start with pre-generated templates, create your own templates, or simply interact with the tool using natural language.

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Use Canvas, by 

See How We Can Help

Contact Us Today!

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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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