Pave Finance Integrates with Fidelity to Automate Wealth Management for RIAs

WHY THIS MATTERS:
Wealth management is entering a scale-driven transformation as independent RIAs face mounting pressure to deliver institutional-grade outcomes with lean operating models. As client expectations rise around personalisation, risk management and transparency, automation is becoming a strategic necessity rather than a back-office efficiency play. Integrations that allow advisors to deploy advanced portfolio construction and trading tools without repapering or asset migration directly address one of the industry’s biggest friction points. With the RIA channel projected to grow rapidly over the next decade, technology that embeds intelligence into existing custody relationships is reshaping how independents compete. This development reflects a broader shift toward modular, custodian-agnostic platforms that help advisors reclaim time while scaling bespoke client experiences in an increasingly competitive wealth landscape.

Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Fidelity, one of the world’s largest registered investment advisory custodians and retail brokerage firms. Through this integration, registered investment advisors (RIAs) will be able to connect their Fidelity client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset.

By harnessing automation and eliminating operational friction, Fidelity’s highly sophisticated advisor clients can now deliver personalized, risk-managed portfolios that scale effortlessly, saving up to 18 hours per week1 without compromising performance.

The wealth management space is set to double in size2 over the next decade, and independent RIAs have the potential to claim vast swathes of market share. Pave’s integration with Fidelity is a crucial step towards enabling independents to compete with Wall Street giants. Empowered with scalable automation and portfolio personalization, independent RIAs are now positioned to capture a greater portion of this growing market.

The Fidelity platform provides access to over 3,400 advisory firms3. These firms can now seamlessly improve client outcomes by leveraging Pave’s market-leading proprietary Asset Intelligence Layer and optimization engine, which has been self-proven over more than a decade, and has consistently outperformed the S&P 500 by an average of 285 basis points annually.4 

Christopher Ainsworth, Chief Executive Officer of Pave Finance, commented: “This integration extends our advanced automated wealth management solutions to Fidelity’s base of high-value RIA clients. Our seamless, time-saving technology has consistently outperformed major market indices over the past decade, and we believe Pave belongs in every RIA’s toolkit. This integration marks an important step forward in expanding our reach and accelerating Pave’s mission of bringing greater automation to wealth management and expanding RIAs’ personalization capabilities.”

FF NEWS TAKE:
This integration strengthens the technology stack available to RIAs without forcing structural change. The real impact will depend on adoption and measurable client outcomes at scale. If automation continues to deliver both time savings and performance consistency, platforms like this could accelerate the power shift toward independent advisors in the wealth management market.