Pave Finance
About Pave Finance
Pave Finance provides a portfolio management platform for wealth management firms and registered investment advisers to deliver personalised portfolios at scale. The software integrates with institutions such as Fidelity and Charles Schwab to automate wealth management processes under a firm's own brand and strategy. Recent coverage has focused on the company's funding rounds and its expansion within the wealth management sector.
FF News has published 5 stories featuring Pave Finance since 2025, most recently "Pave Finance Extends Series A to $20M to Scale AI Portfolio Management for Wealth Managers" (12 October 2026).
Latest Pave Finance news
- Pave Finance Extends Series A to $20M to Scale AI Portfolio Management for Wealth Managers 12 October 2026 TradeTech Eye
- Pave Finance Secures $15M Series A to Scale AI-Powered Wealth Management Platform 14 September 2026
- Pave Finance Integrates with Fidelity to Automate Wealth Management for RIAs 23 January 2026
- Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management 29 October 2025
- Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing 4 September 2025