Congratulations to the team at Wavvest! It is not often that we meet founders executing on a thesis and vision that aligns identically with our own – when we do, we join them! Excited to be a part of… | Jackson Lefelar

▤ Summary

Wavvest says it is building software to help wealth firms engage the next generation of clients and improve operational efficiency. The company announced a partnership with Coyle Financial, an RIA that manages about $1 billion in client assets. Wavvest says Coyle will use its platform to deliver a more digital and integrated advisory experience. The company also closed a $1.1 million pre-seed round led by Fenway Summer with participation from several angel investors and operators.

$ Funding

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