engagement. The platform streamlines everything from AI-generated meeting notes to integrated tax and estate planning—all within a co-branded, modern interface.

Built on top of custodians like Apex, Wavvest simplifies operations by replacing fragmented tools with a unified advisor experience. The platform helps reduce time spent on manual tasks, improves data accuracy, and enhances client service—from onboarding through portfolio monitoring. Backed by Fenway Summer, Wavvest is reimagining the tech stack for the next generation of wealth management.