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Wavvest
The all-in-one, AI-powered platform built to transform wealth management for RIAs.
Wavvest
The all-in-one, AI-powered platform built to transform wealth management for RIAs.
TL;DR
What they do: AI-native, all-in-one wealth management OS for independent financial advisors
Founded / HQ: 2024, Chicago, Illinois
Founders / exec roles: Brendan King (CEO), Sinon Bennett (CIO), Siyuan Guo (CTO)
Funding: $1.1M seed (Jan 2025); total reported $1.1M
Structure: Parent Wavvest Holdings, Inc. with subsidiaries including SEC-registered Wavvest Wealth LLC
Company Overview
Problem Domain
Wealth management operations for independent financial advisors
Founded
2024
Industry
Fintech / Wealth Management
Funding Track Record
$1.1M
Reported Jan 2025 seed round; sources indicate Fenway Summer Ventures as lead.
Investor Signal
“Lead investor reported as Fenway Summer Ventures for the seed round”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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