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Pave Finance Integrates with Fidelity to Automate Wealth Management for RIAs
January 23 2026
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.
Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management
October 29 2025
Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms. The move enables registered investment advisors (RIAs) to link their Schwab client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset.
Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing
September 5 2025
Pave Finance today announced it has raised $14 million in an oversubscribed seed financing