Customers & MarketEvent: September 8, 2026
Wavvest Wealth has reached $350M in assets under management with a lot more behind it coming soon.
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Signal category
Customers & Market
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“our own advisors put that technology to work every day at Wavvest Wealth, our in-house RIA.”
— 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