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Next-gen advisors need better tools.

So we built them. 

BUILT BY OPERATORS FROM

Our 
Story

Wavvest was founded in 2024 with the belief that technology should be designed to help financial advisors deliver better advice to more people. Our founding team brought together expertise in private banking, multi-family offices, engineering, and product design to solve a growing problem: how to scale holistic wealth management for the next generation of clients.

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Frustrated by outdated systems and fragmented tools, we set out to build a single platform that integrates planning, investments, estate, tax, and insurance—giving advisors everything they need to operate at scale and serve clients more deeply.

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By combining financial insight with engineering execution, we’re building the modern operating system for RIAs—one that simplifies the complex, empowers human advisors, and meets the evolving expectations of today’s clients.

Wavvest co-founders Sinon Bennett (left),

Brendan King (center),
and Siyuan Guo (right).

Meet the Team

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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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