Wavvest
Simplifying Wealth
About
Manage your entire financial life in one place, from investments to estate planning and tax preparation. Get personalized insights and advice, and stay connected with your financial advisor.
What's New in Wavvest
2026.02.03
February 4, 2026
• Goal prompts now ask about how many years until planned investment horizon for each goal, improving wording consistency across all five goals.
Developer apps
FAQ
What is Wavvest?
Wavvest is an all-in-one financial management platform designed to help users track investments, manage estate planning, insurance, and tax preparation. It also facilitates direct communication with financial advisors.
How do I get access to Wavvest?
Wavvest is available by invitation through your financial advisor. You will need to be set up by your advisor to download and use the app.
What devices does Wavvest support?
Wavvest is currently supported on iPhone and iPod devices, allowing for convenient access to your financial information on the go.
Is Wavvest free to use?
Yes, Wavvest is available for free. The app is provided as a tool to simplify your financial management and enhance your connection with your advisor.
How secure is Wavvest?
While specific security measures are not detailed, financial management apps typically employ robust security protocols to protect user data. Users should always ensure they are using the official app and practicing good digital security habits.
How often is Wavvest updated?
The latest version of Wavvest was released on February 4, 2026, indicating regular updates. The app's latest version is 2026.02.03.
What is the age rating for Wavvest?
Wavvest has an age rating of 17+, suggesting it is intended for mature users who may be dealing with complex financial matters.
Does Wavvest offer personalized financial advice?
Yes, Wavvest provides personalized insights and a detailed breakdown of your investments. This aims to help you make informed financial decisions with confidence.