# Wavvest — Simplifying Wealth

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

- Source: https://appshunter.io/ios/app/wavvest/id6740782806 (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 3 App Store ratings
- Age rating: 17+
- Requires: iOS 15.1 · 59 MB
- Languages: American English
- Released: 2025-01-23
- Data updated: 2026-06-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wavvest/id6740782806/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 and performance
- Estate planning and insurance
- Tax preparation services
- Personalized financial insights
- Direct advisor communication


## Frequently asked questions about Wavvest

### 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.

## Version history (last 5 releases)

### 2026.02.03 — 2026-02-04

• Goal prompts now ask about how many years until planned investment horizon for each goal, improving wording consistency across all five goals.

### 2026.01.12 — 2026-01-18

• Fix security vulnerabilities
• Add autofilled logic during account opening process
• Fix case sensitive causing login issues

### 2025.10.13 — 2025-10-19

• Fixed the style issue for auto fill text on IOS.
• Changed the dollar amount clients see to the full number of net worth vaule in home page.
• Optimized the display of insurance step3 page.
• Add support for non-Plaid bank accounts for deposits and withdrawals.

### 2025.08.17 — 2025-08-20

• Introduced a dedicated “Add Account Types” page for existing users to manage additional accounts.
• Added a new Apex store action for tracking account types to be opened.
• Updated transaction status display from “POSTPONED” to “Pending” for clarity.
• Fixed a critical security vulnerability
• Further decoupled financial planning from account creation, streamlining onboarding.

### 2025.07.20 — 2025-07-23

• Improve financial plan implementation flow fails state which prevents risk score from being saved.

## More apps by WAVVEST HOLDINGS INC.

- [Wavvest](https://appshunter.io/ios/app/wavvest/id6670346492)

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

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*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 2026-06-03.*