Wavvest
PrivateLast Round
Pre Seed
Jul 7, 2026
Total Funding Raised
$3.8M
Momentum
Top 10%
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wavvest Comparables
Compare Wavvest with similar companies based on industry and business-model similarity.
Wavvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Jul 7, 2026 | ||||
| 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.
- Jul 28, 2026
Grew 43% QoQ, from 7 to 10 employees.
- Jul 24, 2026
Monthly visitors grew 288% MoM, reaching 3.3K.
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.