top of page

Flexible Investment Solutions

Create a beautiful co-branded mobile and web experience for your clients. Don't let Robinhood own the next-generation of wealth. Take it back. 

App screenshot of customizable client investment interface with portfolio tracking and advisor branding on Wavvest platform
Decorative

Client-Facing Technology

No waiting instant account opening

Instant Account Opening

Clients can open and fund accounts within 10 minutes, with no waiting periods.

All in one overview dashboard

Overview in One Place

Clients can see their holdings, asset allocation, and performance all in one dashboard.

Tailored plans

Goals-Based Investments

Investment plans tailored to each client’s risk tolerance and financial goals.

Portfolio Insights

Wavvest X AI Portfolio Insights

Empower clients to interact with advanced AI for deep insights into their holdings and portfolio performance.

Integrated portfolio view

Advisor-Facing Technology

Track all investments
Flexible Investment Solutions

Advisors can customize their level of involvement based on client needs. Outsource trading, rebalancing and other back office tasks. 

Integrated Model Portfolios

Set portfolios to automatically manage tax loss harvesting and rebalance based on market conditions.

App screenshot of Integrated model portfolios with automatic tax loss harvesting and market-based rebalancing
Comprehensive Account Management Suite dashboard
Complete Account Management Suite

Access a comprehensive set of tools for efficiently managing client accounts across multiple custodians.

See How We Can Help

Contact Us Today!

How did you find us?
Wavvest-logo
  • LinkedIn

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.

Wavvest-logo
bottom of page