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Wave Financial

Your Trusted Partner in Digital Asset Management

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What is Wave Financial?

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An Innovative Digital Asset Wealth Manager

  • Wave focuses on product innovation
  • Wave offers low-cost, broad exposure to crypto through its in-house funds
  • Wave’s SEC Registered RIA structure allows for wide range of crypto investment options
  • Experienced team combines traditional finance with deep crypto expertise
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Our Research

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What’s Possible with Wave Financial?

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A proven track record

A management team with top-tier experience in investment banking, asset management, and global capital markets. Combining financial innovation with regulatory and compliance best practices.
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Impressive Research-Based Returns

Wave endeavors to lead the market through innovative, award-winning, products such as derivative-based yields and tokenized assets. Offering a variety of investment strategies covering yield- and alpha-generation to indexed beta exposure.
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World-Class Custody

Wave utilizes institutional grade qualified custodian services, helping investors navigate the complex landscape of digital assets with a connected, compliant, and secure suite of solutions as best in class service providers.

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Wave Financial Team

  • David Siemer photo

    David Siemer


    Founder of Wave Financial, Wavemaker Partners, and a technology-focused investment bank, Siemer & Associates LLC, which was sold to CEC Capital in 2016. Graduated from the University of Chicago with an MBA.

  • Matteo Dante Perruccio photo

    Matteo Dante Perruccio


    30 years in various strategic and leadership roles across the asset management industry. Most recently, a non-executive director and Global Head of Strategic Partners at Jupiter Asset Management.

Our Crypto Research Team

  • Thomas J. Lee photo

    Thomas J. Lee



    Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.

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    Sean Farrell



    Prior to joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

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    Carrie Presley


    Head of Media Production

    Carrie develops instructional programs while cultivating the investor community through various mediums such as video and social media.

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    Walter Teng


    Previously, Walter has held roles at Amazon and other PropTech startups. Walter holds a BA in Economics from University of Michigan, Msc in Financial Analysis from London Business School, and has passed 3 levels of the CFA Examinations.

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