Wavvest: AI-Driven Wealth Management

The Wavvest App is an innovative, AI-driven wealth management platform designed to revolutionize financial advisory services. It combines cutting-edge technology with a user-centric design, providing seamless, efficient management of investments, estate planning, insurance, and taxes. Officially launched in September 2024, Wavvest is setting a new standard for digital financial advisory services, making complex wealth management tools accessible to both Registered Investment Advisors (RIAs) and their clients.

Wavvest’s primary goal is to simplify wealth management by automating key tasks such as portfolio creation, risk assessment, and account management. Through the app’s smart AI assistant, users can input their financial goals and preferences, allowing the system to generate personalized investment portfolios tailored to their specific needs. The AI-driven assistant provides 24/7 support, ensuring that both advisors and clients have access to real-time, data-driven financial insights.

Getting started with Wavvest is simple. After logging in, users fill in a few key details and select their financial goals. The app’s AI evaluates their risk tolerance and preferences, creating a customized portfolio with minimal effort. Wavvest also allows users to adjust their portfolios with just a few taps, making it easy to adapt their strategies over time.

Beyond investments, Wavvest offers a holistic approach to wealth management. Users can create legally binding wills or revocable trusts in minutes, ensuring their assets are protected and their estate planning is streamlined. The platform also integrates life insurance through a partnership with Ladder, providing competitive, easy-to-understand term life insurance. Additionally, tax filing is simplified through the APRIL integration, allowing users to manage filings seamlessly and receive federal tax refunds early.

With secure integrations via Plaid, Wavvest connects users’ bank accounts for effortless portfolio funding. The app’s Digital Vault securely stores essential documents, eliminating the need for paper-based files.

Wavvest empowers users and advisors with the tools they need to take control of their financial futures, an all-in-one comprehensive, AI-driven platform.