Wave Financial

Your Trusted Partner in Digital Asset Management

What is Wave Financial?

An Innovative Digital Asset Wealth Manager

Contents

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

Our Research

What’s Possible with Wave Financial?

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.

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.

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.

Featured in

Wave Financial Team

David Siemer
CHIEF EXECUTIVE OFFICER
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
PRESIDENT INTERNATIONAL & PARTNER
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
@Fundstrat
CO-FOUNDER, HEAD OF RESEARCH
Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.
Sean Farrell
@SeanMFarrell
HEAD OF DIGITAL ASSET STRATEGY
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.
Carrie Presley
@0xCarrie
Head of Media Production
Carrie develops instructional programs while cultivating the investor community through various mediums such as video and social media.
Walter Teng
DIGITAL ASSET STRATEGY ASSOCIATE
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.