Wavvest

Some advisors join firms. Others help build them. Today we're proud to welcome Vinnie Maliakkal, CFP® to Wavvest Wealth as Managing Director and Founding Advisor. Vinnie spent 11 years at Charles Schwab, where he built and managed a $1.4 billion practice serving 450 households — physicians, executives, business owners, and families navigating every dimension of their financial lives. His expertise spans portfolio construction, retirement, tax, estate, and insurance planning, honed alongside many of the top RIAs in the country. Advisors of Vinnie's caliber have no shortage of options. He chose Wavvest because he believes what we believe: that clients deserve a more personal relationship, a broader set of opportunities, and a wealth management experience built for the way people actually live today. As a Founding Advisor, Vinnie isn't just joining our team - he's helping shape the future of the firm and the standard of advice we deliver. Welcome, Vinnie. Let's build. #WealthManagement #FoundingAdvisor #WavvestWealth

Advisors don't need more software. They need more hours. Wavvest is an advisor platform with agentic planning built in, designed to do the work between meetings. Client data stays current. Plans update as lives change. Review prep is ready before you open your laptop. Clients see a live plan, not a stale PDF. Less time on the back office. More time with clients. That's Wavvest. Ready to see it for yourself? Connect with our CIO Sinon Bennett to schedule a demo, or reach out to our CEO Brendan King to talk strategy. #wealthtech #RIA #fintech #AI #financialplanning

Thrilled to officially announce the launch of Wavvest Wealth, Wavvest's in-house RIA model. Our north star at Wavvest has always been super simple: support advisors and the clients they serve. Launching our own RIA is the natural next step. It's our proving ground. The best way to build great advisor technology is to use it ourselves, every single day. We're equally excited to announce that James Langer is joining as President of Wavvest Wealth. James is a phenomenal advisor and operator. He saw the vision behind Wavvest and wanted to help build it. We couldn't have found anyone better to lead the charge on Wavvest Wealth. Wavvest is now at ~$270M in AUM, roughly a year after launching our platform. And we're just getting started. We believe the only durable moats in wealth management will be AUM on platform and deep infrastructure. We're building towards both. And we'll do it as an open platform for everyone: breakaway advisors, independent firms, and RIAs that want a better way to operate. Great tech should be available to those who want to use it, not confined behind gated walls. Thank you to Alec Rich at Citywire for covering our story. If you're an advisor who wants to be part of what we're building, reach out. We want to hear from you. https://lnkd.in/g_bJ6CR4

New client relationships closed. No follow-up PDF. No "let me get back to you." Emil Aldaddah and Jacob F. Derrig, MBA, CFP®, ChFC®, CFS® at Momentum Wealth Management changed how they run client meetings. They stopped treating the financial plan as something you build after the conversation. And they used Wavvest Planning to do it. Now they build plans in real time. Live scenarios, real-time stress testing, and the economic value of every planning decision quantified on the screen while the client is sitting there. Most of it described to the platform in plain language. We put together a case study on how they're doing it and what it's producing. Link below 👇 https://lnkd.in/gfgSv3aJ

Legacy planning software often creates a bottleneck that slows down the advisory process. Since moving Momentum Wealth Management to the Wavvest platform, we’ve reclaimed a minimum of 2 to 3 hours per planning session. What does that time-savings mean for our clients? -Real-time Agility: We move from 'I'll get back to you' to 'Here is the exact impact.' -Sophisticated Modeling: We can visualize advanced estate and tax-loss harvesting strategies on the fly. -Deepened Trust: Clients participate in the 'solver' process, rather than just viewing the output. Brendan King and the team at Wavvest have built a platform that allows us to lead with planning as our primary value add, and the results, $3M in new AUM in just 60 days, speak for themselves. Check out the full case study below to see how we’re leveraging AI-powered planning to differentiate our practice.

The wealth management industry is moving fast on agentic AI. Wavvest has been leading that charge. 9 AI agents in production. Tax planning, retirement, estate, investment analysis, and more. Vertically integrated with Apex Fintech Solutions as our custodian backbone. Purpose-built as a unified platform for independent RIAs, not a collection of point solutions. This is what AI-native wealth management actually looks like. Ready to see it for yourself? Connect with our CIO Sinon Bennett to schedule a demo, or reach out to our CEO Brendan King to talk strategy. #Wavvest #AgenticAI #WealthTech #RIA #FinancialPlanning