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Wavvest

Wavvest

Private
Chicago, IllinoisFinTechhttps://www.wavvest.com/

Last Round

Pre Seed

Jul 7, 2026

Total Funding Raised

$3.8M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Wavvest is a financial software company that provides an AI-driven wealth management platform designed to help registered investment advisors.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Business Intelligence, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth management softwarefinancial planning softwareRIA operating systemAI financial advisorwealthtechcustodial data integrationregistered investment adviserRIAfinancial workflow automationAI planning assistantSaaS wealth managementinvestment planning toolsfintech platformautomated financial planning

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Wavvest Comparables

Compare Wavvest with similar companies based on industry and business-model similarity.

Wavvest comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FP Alpha
77%
ARQA
75%
Orion Advisor Solutions
68%

Wavvest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedJul 7, 2026
Pre SeedJan 21, 2025

Key People

Founding team and executive leadership

Sinon Bennett

Co-Founder And CIO

Founding Team

Jacob Sung

Chief Technology Officer

Executive Team

Wavvest Investors

Notable investors and investment history

Wavvest investors
InvestorRounds
Riviera Holdings Venture CapitalPre Seed
Fenway SummerPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 20, 2026

    Grew 57% QoQ, from 7 to 11 employees.

  • Jul 28, 2026

    Grew 43% QoQ, from 7 to 10 employees.

Wavvest Filings

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Wavvest filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Wavvest's valuation, stock price, and market status.

Is Wavvest a public or private company?

Wavvest is a private company.

What is the current stock price of Wavvest?

Wavvest is a private company with no public stock price. No recent secondary market data is available.

How much is Wavvest worth (valuation)?

Valuation information for Wavvest is not publicly available.

Can I buy Wavvest stock?

Wavvest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Wavvest's last funding round?

Wavvest's most recent funding round was Pre Seed on January 21, 2025.

Who are the main investors in Wavvest?

Key investors in Wavvest include Riviera Holdings Venture Capital, Fenway Summer.

Will Wavvest IPO soon?

No public IPO plans have been announced for Wavvest.

How can I track Wavvest secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Wavvest's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersChicago, Illinois
Employee Range14
Year Founded2024
Last FundingJul 7, 2026

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