Striving to be your trusted partner in Digital
Asset Management

Wave provides unique exposure to digital assets through multiple strategies adhering to the highest of standards of the *applicable state and federal rules and regulations

Participate in one of the highest performing asset classes of the past decade

Wave provides unique exposure to digital assets through multiple strategies adhering to the highest of standards in compliance with *applicable state and federal rules and regulations,  through its highly experienced team

$500,000,000
Assets Under Management

Wave Financial, a regulated digital assset manager with over $500 Million of Assets Under Management

WE WON
TADS AWARDS

Best of Class Asset-Backed Token

Index Fund

Wave Select 5 Digital Fund provides exposure to one of the best performing asset classes of the last 5 years

Income Fund

Wave Bitcoin Income and Growth Fund- A professionally risk-managed Bitcoin fund product designed to transform BTC volatility into stable yield.

Real Asset Fund

Wave Whiskey 2020 Digital Fund, the world’s first tokenized whiskey barrel fund that captures value appreciation associated with the aging of Kentucky whiskey, designed to be recession resistant

Active VC Fund

Actively-managed liquid VC fund investing in crypto-assets since 2018 (spun out of Wavemaker Partners, a $400m traditional tech VC firm)

Wealth Management

Your ultimate solution for digital asset portfolio management, combining custody, execution, and tailored investment strategies.

Protocol Inventory Management

Advanced treasury solutions including managed liquidations, staking, and derivatives support - all provided by our 24/7 global trading team.

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Why us

A Registered Investment Advisor for Digital Assets

As a California Registered Investment Advisor, we have a fiduciary duty to our clients. Unlike some other providers of crypto investment services, we are legally obligated to protect your interests, and your interests alone. As one of the first Registered Investment Advisors to focus exclusively on digital assets, we provide unparalleled portfolio management developed through years of experience.

A proven track record

Our management team has top-tier experience in investment banking, asset management and global capital markets. We combine financial innovation with regulatory and compliance best practices, so you’re always covered.

Impressive Research-Based Returns

We we endeavor to lead the market in innovative, award-winning products such as derivative-based yields and tokenized assets. Wave offers 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 to navigate the complex landscape of digital assets with a connected, compliant, and secure suite of solutions + best in class service providers.

Bespoke Client Services

White-glove solution to cater to any client needs. Our experts have the knowledge and expertise to professionally address any goal.

Our team

The Wave team is pioneering the bridge between traditional asset management and cutting edge technology

David Siemer
David Siemer
Chief Executive Officer
  • Co-Founder of Wavemaker, a global venture fund managing $325M in AUM across 300 companies
  • Founder of Siemer & Associates tech-focused investment bank (acquired by CEC Capital)
  • MBA U of Chicago, Series 66 securities license
Les Borsai
Les Borsai
Chief Strategy Officer
  • Serial entrepreneur and consultant
  • Advisor to Ripple, RightMesh, and YouNow
  • Early investor in Ethereum, Filecoin, Tezos, Stellar
Benjamin Tsai
Benjamin Tsai
President, Managing Partner
  • Former CEO of Merrill Lynch Singapore Commodities
  • Former Head of Alternative Investments Asia for AllianceBernstein
  • MBA UCLA, Series 65/3 securities license
Matteo Dante Perruccio
Matteo Dante Perruccio
President, International
  • 30 years experience in investment management
  • Global Head, Key Clients & Strategic Partners at Jupiter Asset Management
  • Founder of  Hermes BPK, CEO International of Pioneer Investments
Jennifer Wilde Anderson
Jennifer Wilde Anderson
Chief Operating Officer
  • Wavemaker Partners, Casden Properties, Siemer & Associates, Senate Judiciary Committee
  • BA Yale; JD University of Chicago
Henry K. Elder
Henry K. Elder
Managing Director, Head of Treasury & Wealth Management
  • Slice.market, Latitude Real Estate Investors (now LaSalle), George Smith Partners, ValueAct Capital
  • Arranged over $1b of investments across the real estate and tech sectors 
  • Series 66 securities license
Constantin Kogan
Constantin Kogan
Managing Director
  • Partner, BitBull Capital
  • 10+ years experience corporate leadership, technology and finance. Fluent in 5 languages and holds a PhD in sociology. 
  • Cryptocurrency investor since 2012.
David Roebuck
David Roebuck
Venture Capital Principal

David is a principal at Wavemaker Genesis and cFund. Previously he was a Business Development Manager at TRON where he was involved with Corporate Development and Special Situations. Prior to that, he was a Principal at Sora Ventures, one of Asia's leading venture firms dedicated to investing in digital assets. Before that David was an Investment Analyst at the ISS National Laboratory and started his investment career as an Analyst at DFJ Dragon Fund. He has been a crypto investor since 2014. 

Heidi Pease
Heidi Pease
Head of Investment Products
  • MBA & CEO, Los Angeles Blockchain Lab
  • Blockchain And Crypto Consultant For Panasonic And Lamborghini
  • Advisor To US Department Of Commerce Blockchain Trade Mission
Justin Chuh, CFA
Justin Chuh, CFA
Senior Trader
  • FX Trader, HC Tech
  • Chartered Financial Analyst
  • BS, Business Economics and Management, Arizona
Uyanga Batbold
Uyanga Batbold
Trading Analyst
  • Risk Management, Athene USA
  • MSc, Computational Finance, Rochester Inst. of Technology
Jack Lu
Jack Lu
Analyst
  • Investment Advisory Representative, Mutual of Omaha
  • BA, Financial Math and Statistics, UC Santa Barbara
  • Licensed Investment Advisory Representative
Lana Anderson
Lana Anderson
Operation Assistant
  • BS, Finance And Management Information Systems, SUNNY Binghamton
Samuel Eisner
Samuel Eisner
Analyst
  • Financial Advisor, Equitable Advisors
  • BS, Environmental Economics & Policy, UC Berkeley
  • Series 7 & 66 Licenses
Norraphon Dejruksavattana
Norraphon Dejruksavattana
Trader
  • Quantitative Trader, Independent 
  • Algorithmic Trading Advisor, AMR Trading Capital
  • Quantitative Portfolio Manager, AMR Trading Capital
  • Algorithmic Trader, AMR Trading Capital 
  • BBA, Investment Finance and Economics, University of Wisconsin-Milwaukee

Our Partners
and Service Providers

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Backed by institutions and individuals with impressive results and track record

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Bill Woodward

Venture Capitalist with $3 billion in exits, including Macromedia, Launch Media, Myspace, Nevenvision, Pulse, and Cognet

Brock Pierce

Co-Founder of Blockchain Capital, Tether, Block.One (EOS), Director of Bitcoin Foundation

Charles Hoskinson

Founder of Cardano & Co-Founder of Ethereum

Michael Arrington

Founder of TechCrunch and Arrington Capital

Rahilla Zafar

Advisory Board Wave Financial

Ken Nguyen

Managing Partner, Insight Capital. VC / PE investor, complex special situations banker; McCourt Global, Blackstone, Citigroup

Contact Us

Exposure to digital assets, blockchain technology, and income generating products.