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Wavvest

Wavvest

Financial ServicesFlag of USChicago, Illinois, United States1-10 Employees

Company overview

Headquarters24 E Washington St, 875, Chicago, Illinois 60602, US
Website
NAICS52
Keywords
Investment Management, Ui/Ux, Fintech, Ria Operations
Founded2024
Employees1-10
Socials

Key Contacts at Wavvest

Flag of US

Sinon Bennett

Co-Founder And Cio

Flag of US

Brendan King

Co-Founder & Ceo

Wavvest Email Formats

Wavvest uses 2 email formats. The most common is {first initial} (e.g., j@wavvest.com), used 75% of the time.

FormatExamplePercentage
{first initial}
j@wavvest.com
75%
{first name}
john@wavvest.com
25%

About Wavvest

The Operating System for Modern Wealth Management. Wavvest gives RIAs everything they need to run their business in one unified system. From planning and portfolio management to insurance, estate, and tax. Built for scale and designed for the next generation of clients, Wavvest streamlines your entire operation so you can focus on what matters most: delivering good advice to more people. No more duct-taped software or manual workflows. Just one powerful OS to grow your firm. Disclosures: Wavvest is an SEC-registered investment adviser. All investing involves risk. Past performance is not indicative of future results.

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Wavvest revenue & valuation

Annual revenue$769,995
Revenue per employee$86,000
Estimated valuation?$2,500,000
Total funding$1,100,000

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Intern

Employees by Department

Wavvest has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore Wavvest's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2025-02-212$1,100,000

Funding Insights

$1,100,000

Total funding amount

$1,100,000

Most recent funding amount

1

Number of funding rounds

Wavvest Tech Stack

Discover the technologies and tools that power Wavvest's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Lodash

Lodash

JavaScript libraries

Amazon Web Services

Amazon Web Services

PaaS

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Cloud CDN

Google Cloud CDN

CDN

Frequently asked questions

Wavvest is located in Chicago, Illinois, US.
Wavvest was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Wavvest has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
Wavvest has raised a total of $1,100,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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