Pave Finance
New York, United States
◆ Total Raised
$15M
◆ Stage
series-a
◆ Location
New York, United States
◆ Founded
2021
◆ Team size
11-50
◆ Links
◆ About Pave Finance
AI-backed portfolio management platform for wealth management.
◆ What sets it apart
An AI-driven platform that combines portfolio personalization, automation, and trading for advisors managing customized portfolios across large books of business.
◆ Sectors
◆ Business
ModelSaaS
CustomerFinancial advisors, RIAs, family offices, and wealth management firms
◆ Notable
- Raised more than $15 million in an oversubscribed Series A at a $100 million valuation
- Launched Pave Pro, its proprietary software platform for advisors
- Integrated with major custodians including Schwab, Fidelity, and BNY Pershing
◆ Funding rounds
◆ Explore the market
◆ FAQ
What does Pave Finance do?
AI-backed portfolio management platform for wealth management.
Where is Pave Finance based?
Pave Finance is based in New York, United States, founded in 2021.
How much has Pave Finance raised?
Pave Finance has raised $15M in tracked funding and is currently at the series-a stage.
Who has invested in Pave Finance?
Investors in Pave Finance include Investor names not verified in the available sources.