Wavvest
PrivateLast Round
Pre Seed
Jan 21, 2025
Total Funding Raised
$1.1M
Momentum Score
50 /100
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, Vertical SaaS, CRM, Financial Data, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Revenue Share, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wavvest Comps
Public and private peers based on sector, stage, and business model.
Wavvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Jan 21, 2025 |
Key People
Founding team and executive leadership
Wavvest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Riviera Holdings Venture Capital | Pre Seed |
| Fenway Summer | Pre Seed |
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.
Wavvest Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Wavvest's valuation, stock price, and market status.
