# Wavvest — Simplifying Wealth

> All-in-one financial management platform connecting users with their advisors. (iPhone/iPad app by WAVVEST HOLDINGS INC..)

- Source: https://appshunter.io/ios/app/wavvest/id6670346492 (this page in markdown: same URL + `.md`)
- Developer: [WAVVEST HOLDINGS INC.](https://appshunter.io/developer/1704929633)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 16.0 · 136 MB
- Languages: American English
- Released: 2024-09-05
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wavvest/id6670346492/reviews.md

## What is Wavvest?

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place. 

Download the app to track your portfolio, view performance, and access a range of services designed to simplify your finances.

• All-in-One Financial Management: View your investments, manage estate planning, insurance, tax preparation, and more — all through a single, intuitive platform.
• Personalized Insights and Advice: Access tailored financial insights and a detailed breakdown of your investments, helping you make informed decisions with confidence.
• Seamless Integration with Your Advisor: Stay in touch with your financial advisor directly through the app, ensuring you receive personalized support and guidance whenever you need it.

Wavvest is available by invitation through your financial advisor. If you’re already set up, download the app and start managing your financial journey today.

## Key features

- All-in-one financial management
- Investment tracking
- Estate planning
- Insurance management
- Tax preparation
- Personalized insights
- Advisor communication

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/wavvest/id6670346492/reviews.md

### 5/5 — Simplifying Personal Finance

*2024-09-05*

Wavvest has been a game-changer for managing my financial planning. The app provides an easy and intuitive way to handle investments, estate planning, financial planning, and insurance all in one place. Setting up my investment portfolios was straightforward, and I love the additional services like estate planning, which are all available digitally.

The process of opening an account and linking my bank account was instant. It took just minutes to get everything set up and start managing my finances.

## Frequently asked questions about Wavvest

### What is Wavvest?

Wavvest is a finance app designed to help you manage your investments, estate planning, insurance, and tax preparation all in one place. It also facilitates communication with your financial advisor.

### How secure is Wavvest?

While specific security measures are not detailed, the app is developed by WAVVEST HOLDINGS INC. and is available for iPhone and iPad. Users should always follow best practices for account security.

### Does Wavvest support multiple financial institutions?

The description focuses on managing investments and financial life within the app's platform. It does not specify direct integration with multiple external financial institutions for account aggregation.

### What types of transactions can I manage with Wavvest?

Wavvest allows you to track your portfolio and view investment performance. It also covers estate planning, insurance, and tax preparation services.

### How often is Wavvest updated?

The latest version of Wavvest was released on 2025-01-09, indicating regular updates. The app was last updated on 2025-01-11, suggesting a frequent update cycle.

### Is Wavvest available on Android devices?

Based on the provided data, Wavvest is currently supported on iPhone and iPad. There is no mention of Android device compatibility.

### What is the age rating for Wavvest?

Wavvest has an age rating of 17+, suggesting it is intended for mature users due to its financial management features.

### Does Wavvest have ads?

No, Wavvest does not contain advertisements. The app is free to use and does not have in-app purchases.

## Version history (last 5 releases)

### 2025.01.09 — 2025-01-11

• Tax Filing Preview Enhancements:
    - Added alert message for tax filing preview.
    - API Enhancements:
    - Introduced tax year and application name selector for the new API.
• Added API client to retrieve auth token from tax backend.
• Financial Planning Improvements:
    - Display slider for Gliding Framework during Major Purchases selection.
    - Adjusted interface not to show editing options for Gliding frameworks, reflecting hardcoded values based on time horizon.
• Environment Configuration Fixes:
    - Updated production April environment to sandbox to align with backend settings.
    - Fixed issues related to user email being empty.
• Apex Form Fixes:
    - Added mandatory asterisk to job title in APEX account opening form.
    - Made SSN field editable to allow users to correct KYC issues without blocking the process.
    - Removed redundant tax form selection as only one option is applicable, ensuring W9 applicability.
• SDK Update: Integrated April SDK and updated related dependency packages.

### 2025.01.03 — 2025-01-04

• Improved Messaging Functionality: Added a throttle mechanism to prevent multiple messages from being sent.
• Enhanced Risk Assessment Chat UX:
  - Made the area for suggested responses more noticeable.
  - Introduced an indicator to jump to the bottom when chat content overflows.
  - Added an alert to warn users that the risk assessment chat session will be lost if they navigate back.
  - Improved visual spacing between y-axis and labels for crisis/Monte Carlo plots.
  - Optimized alert display for large annual withdrawal inputs.
• RIA Profile Fetching Functions: Implemented functions for retrieving RIA profile information.
• Input Box and Help Text Optimization:
  - Added a border to the input box on the Net Worth page during financial plan creation.
  - Changed "what is this" to "what is Time Horizon?" on the Time Horizon page.
• Sign-Up and Sign-In Improvements:
  - Added a border to the sign-out button and implemented a confirmation dialog to prevent accidental exits from the registration process.
  - Changed the "Username" field to "Email" on the sign-in page.
• Cognito and Identity ID Linking Fix: Resolved an issue where user Cognito and identity IDs were not linked correctly due to an API call being skipped post-authentication verification.

### 2024.12.26 — 2024-12-29

• Resolved the issue of duplicated messages being sent when the send button is clicked multiple times rapidly.
• Enhanced Signup Date Picker Usability.
• Fixed Risk Assessment Process: Resolved the skip button issue to prevent looping after verification through Plaid.
• Optimized Signup Process: Displayed a loading page during confirmation code input before transitioning to the intro page.
• Apex Accounts Fetching: Ensured accounts are re-fetched post-agreements signing to improve user experience.
• UI Enhancements:
  - Added overlay tips with a dark background for better visibility.
  - Improved chat experience with new reminders for financial planning chats.
  - Updated auto-scroll logic to improve user navigation within chat messages, now limiting scroll behavior based on content length.
• Fixed Timestamp Rendering Issue: Ensured greeting timestamps remain consistent without unintended changes upon re-rendering.

### 2024.12.19 — 2024-12-21

• Apex: Confirm Button Cutoff Issue: Resolved the issue where the confirm button was cutoff in step 5.
• Regex Validation: Adjusted regex validation to be less restrictive.
• Message Formatting: Standardized all messages to follow a consistent format without periods at the end.
• Old Signup Process: Implemented redirection to enhance user navigation.
• Uppercase Logo: Introduced a new uppercase logo to improve branding.
• Splashscreen Animation V2: Improved splashscreen with transition animations and resized loading icon.
• Financial Planning Enhancements:
• Enhanced the financial planning process based on user suggestions.
• Optimized sign-in experience with a loading page to address double-click issues.
• Made the slider component less sensitive.
• Landing Page: Launched a redesigned landing page for a fresh user experience.
• Renovated Signup Process: Finalized the new signup flow with updated UI/UX enhancements.
• Seamless Advisor Integration: Added features to stay in touch with financial advisors directly through the app for personalized support.
• Added “What is this?” clickable elements for explanations on time horizon and net worth pages.
• Introduced loading animations during user signup and button confirmation.
• Implemented debounce logic in PrimaryButton to avoid rapid click issues.
• Home Price Chart for Non-Homeowners: Ensured users who do not own a home do not see the home price projection in their financial plan.

### 2024.12.12 — 2024-12-13

• Enhanced Splashscreen Animation: Improved the splashscreen experience with an animated transition.
• Added Sign Out Button on Intro Page: Introduced a sign out button to the intro page for better navigation.
• Improved Signup Flow:
• Enhanced input field behavior during keyboard popup.
• Added pending animation for confirmation codes.
• Improved handling of various confirmation code errors.
• Deposit Failure Explanation for Apex: Added improved messaging for deposit failures when a new bank account connection is still processing.
• Disabled Zero Amount Deposit: Prevented the Next button in Apex from being activated if the deposit amount is zero.
• Improved Local Authentication Timer: Replaced state-based timer with a more robust reference-based implementation, reducing re-renders.
• Populate Date of Birth with KYC: Automatically filled date of birth using KYC information for enhanced user data accuracy.
• iOS Flashlist Indicator Fix: Implemented an alternative method for iOS Flashlist indicator issues, improving functionality while slightly • impacting display speed.
• Re-stylized Lock Screen: Updated lock screen design for better aesthetics and user experience.

## Apps similar to Wavvest

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Arta Finance](https://appshunter.io/ios/app/arta-finance/id1666186495) | 4.5 (39) | Free | Finance |
| [Allio Finance](https://appshunter.io/ios/app/allio-finance/id6443817562) | 4.2 (94) | Free | Finance |
| [Domain Money](https://appshunter.io/ios/app/domain-money/id1575799570) | 4.4 (294) | Free | Finance |
| [Sentinel (Retirement)](https://appshunter.io/ios/app/sentinel-retirement/id1558437515) | 2.8 (21) | Free | Finance |
| [Ethos - Insurance & Wills](https://appshunter.io/ios/app/ethos-insurance-and-wills/id1178116846) | 4.6 (6,682) | Free | Finance |
| [RightCapital](https://appshunter.io/ios/app/rightcapital/id1425772044) | 3.9 (46) | Free | Finance |

## More apps by WAVVEST HOLDINGS INC.

- [Wavvest](https://appshunter.io/ios/app/wavvest/id6740782806)

All apps by WAVVEST HOLDINGS INC.: https://appshunter.io/developer/1704929633

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*