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Wavvest

Wavvest

Private
Chicago, IllinoisFinTechhttps://wavvest.com

Last Round

Pre Seed

Jul 7, 2026

Total Funding Raised

$3.8M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Wavvest operates in FinTech and is based in Chicago, Illinois. Its latest recorded funding round was a Pre Seed round in July 2026.

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, Business Intelligence, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Wavvest Comparables

Compare Wavvest with similar companies based on industry and business-model similarity.

Wavvest comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FP Alpha
77%
ARQA
75%
Nevis
71%
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Wavvest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedJul 7, 2026
Pre SeedJan 21, 2025
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Key People

Founding team and executive leadership

Sinon Bennett

Co-Founder And CIO

Founding Team

Jacob Sung

Chief Technology Officer

Executive Team

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Wavvest Investors

Notable investors and investment history

Wavvest investors
InvestorRounds
Riviera Holdings Venture CapitalPre Seed
Fenway SummerPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 20, 2026

    Grew 57% QoQ, from 7 to 11 employees.

  • Jul 28, 2026

    Grew 43% QoQ, from 7 to 10 employees.

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Wavvest Filings

Explore SEC and related filing metadata, where available.

Wavvest filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Wavvest a public or private company?

Wavvest is a private company.

What is the current stock price of Wavvest?

Wavvest is a private company, so its shares have no public market price. Caplight tracks Wavvest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Wavvest worth (valuation)?

Valuation information for Wavvest is not publicly available.

Can I buy Wavvest stock?

Wavvest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Wavvest's last funding round?

Wavvest's most recent funding round was Pre Seed on July 7, 2026.

Who are the main investors in Wavvest?

Key investors in Wavvest include Fenway Summer.

Will Wavvest IPO soon?

No public IPO plans have been announced for Wavvest.

How can I track Wavvest secondary market activity?

Caplight tracks bids, offers, and trades in Wavvest's shares on secondary markets.

Firmographic Details

HeadquartersChicago, Illinois
Employee Range14
Year Founded2024
Last FundingJul 7, 2026

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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