Wavvest

Private

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

Last Round

Pre Seed

Jul 7, 2026

Total Funding Raised

$3.8M

Momentum

Top 25%

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 Comps

Public and private peers based on sector, stage, and business model.

Wavvest comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Wavvest Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Pre Seed	Jul 7, 2026
Pre Seed	Jan 21, 2025

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Key People

Founding team and executive leadership

Sinon Bennett

Co-Founder And CIO

Founding Team

Brendan King

Co-Founder CEO

Founding Team

Jacob Sung

Chief Technology Officer

Executive Team

Wavvest Investors

Notable investors and investment history

Wavvest investors
Investor	Rounds
Riviera Holdings Venture Capital	Pre Seed
Fenway Summer	Pre Seed

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Market signals

Structured signals derived from secondary market and firmographic data.

Apr 24, 2026
Monthly visitors increased 76% MoM.
Mar 4, 2026
Collaborating with Apex Clearing Corp. to integrate planning technology with custodial data.

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Wavvest Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Wavvest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersChicago, Illinois

Employee Range8

Year Founded2024

Last FundingJul 7, 2026

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