Products & ServicesEvent: August 31, 2026
Wavvest shipped v1 of Client Profiles, a feature believed to transform how advisors aggregate and use client data.
Published
Signal category
Products & Services
Quote
“we shipped v1 of Client Profiles, a feature we believe will eventually transform how advisors aggregate and use client data.”
— Brendan King|Wavvest team
Company
Wavvest
AI-Native Wealth. Built In, Not Bolted On.
- Industry
- Financial Services
- Location
- Chicago, US
- Company size
- 11 employees
Wavvest is the platform powering the next generation of independent financial advisors and their clients. AI-native wealth management, combining planning, portfolio management, and client engagement in one integrated experience. Built in, not bolted on.
Founded 2024