When was Wavvest founded?

Wavvest was founded in 2024 and raised its 1st funding round 1 year after it was founded.

Where is Wavvest located?

Wavvest is headquartered in Chicago, United States.

Who is the current CEO of Wavvest?

Brendan King of Wavvest. They have also founded 1 company.

How many employees does Wavvest have?

As of Jul 31, 2026, the latest employee count at Wavvest is 10.

Is Wavvest a funded company?

Wavvest is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Jan 2025.

When was the latest funding round of Wavvest?

Wavvest's latest funding was a $***** Seed round on Jan 2025, with participation from 0 investor.

Where does Wavvest rank among its competitors?

Wavvest ranks 128th amongst 784 active competitors, of which 109 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Centricity, which secured $27M in Aug, 2026.

Who are the top competitors of Wavvest?

Wavvest's top competitors include Avaloq, Broadridge and SEI. Among them, Centricity secured the most recent funding round in August, 2026.

Wavvest - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of AI-driven wealth management platform for RIAs. This platform integrates financial planning, investments, estate planning, insurance, and tax preparation. It offers an intuitive user interface designed to attract and retain younger clients. The platform streamlines back-office tasks, improving efficiency and accuracy through features such as automated portfolio rebalancing and seamless CRM and ERP integration. The company also offers term life insurance policies through affiliated providers.

Website: www.wavvest.com/
Social
Email ID: *****@wavvest.com
Phone Number: +1 **********

Key Metrics

Founded Year

2024

Location

Chicago, United States

Stage

Seed

Total Funding

$1.1M in 1 round

Latest Funding Round

Seed, Jan 2025, $*****

Ranked

128^th among 784 active competitors

Employee Count

10 as on Jul 31, 2026

Similar Companies

Avaloq & 845 more

View Wavvest's full profile

Wavvest has raised a total funding of $1.1M over 1 round.

Here is the list of recent funding rounds of Wavvest:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 2025	1832252	Seed	6682707	2907971	1284321	7313693

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View details of Wavvest's funding rounds and investors

The founders of Wavvest are Brendan King and Siyuan Guo. Brendan King is the CEO of Wavvest.

Here are the details of Wavvest's key team members:

Brendan King: Co-Founder & CEO of Wavvest.
Contact Info: 1 email address
Siyuan Guo: Co-Founder | CTO of Wavvest.

View details of Wavvest's Founder profiles and Board Members

Wavvest's employee count trend

Wavvest has 10 employees as of Jul 26. Here is Wavvest's employee count trend over the years:

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Top competitors of Wavvest include Avaloq, Broadridge and SEI. Here is the list of Top 10 competitors of Wavvest, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
4th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
5th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.52B	Temasek, General Atlantic & 13 others	70/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
9th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
128th	Wavvest 2024, Chicago (United States), Seed	Provider of AI-driven wealth management platform for RIAs	$1.1M	-	39/100