Pave Finance Raises $15 Million Series A at $100 Million Valuation
Updated
Updated · Yahoo Finance · Sep 14
Pave Finance Raises $15 Million Series A at $100 Million Valuation
3 articles · Updated · Yahoo Finance · Sep 14
Summary
$15 million-plus in oversubscribed Series A funding gives Pave Finance fresh capital to expand its market-facing and engineering teams, the New York-based advisor technology firm said.
The AI-backed platform pitches time and cost savings for financial advisors by automating portfolio construction, management and trading while supporting personalized client strategies.
Pave says it now represents $130 billion in assets across more than 300,000 accounts and tracks more than 50,000 publicly traded securities, with integrations including Schwab, Fidelity and BNY Pershing.
The round follows a $14 million seed raise in 2025 for the company founded in 2021, underscoring investor interest in tools helping advisory firms scale personalization for larger client bases.