COMPANY PROFILE

Pave Finance

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AI portfolio management platform for RIAs and wealth advisors

New York City, United StatesFounded 2020Fintech

Valuation $100–250M Last recorded · 2026

Revenue <$1M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Pave Finance

Pave Finance is a New York AI-powered portfolio management platform for registered investment advisors and wealth firms that need to customize, personalize and automate portfolio construction across large client books. Advisors using Pave oversee more than $130 billion in assets across more than 300,000 accounts; the platform tracks 50,000+ publicly traded securities, supports equity and multi-asset portfolios, exclusions, tax considerations and risk targets, and integrates with custodians for faster onboarding. The company combines software (Pave Labs), a fully disclosed introducing broker-dealer (Pave Securities) and an SEC-registered adviser (Pave Investment Advisors). After a $14 million oversubscribed seed in September 2025, Pave raised an oversubscribed $15 million Series A in September 2026 at a $100 million pre-money valuation from advisory firms, former financial-services executives and board members and company insiders, bringing total equity funding to about $29 million to grow engineering and market-facing teams. Sources: Pave Finance 14 Sep 2026; FinTech Global 15 Sep 2026.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2020
Headquarters: New York City, United States
Employees: 29
Open positions: 4
Dealroom signal: 85.1/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech
Business model: SaaS
Client focus: b2b, b2c
Links: Website LinkedIn X

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News, research, reports and resources connected to this company by Dealroom

Funding history

1 recorded event

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SEED✓Equity / VC	Sep 2025	$14M	$56M	Undisclosed	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021		—

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Growth signals

Pave Finance website traffic

Latest recorded traffic for Pave Finance is 3.5K monthly website visits, down 73.1% over the last three months. Pave Finance's team grew 31.8% over the past year.

Latest monthly visits3.5K 3-month web change-73.1% 1-year team growth+31.8%

Monthly website visitsJan 2021–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Product ManagerNew York, NY · Business Development · Sep 2, 2026 Vice President of SalesSanta Monica, CA 90401, USA · Sales · Aug 28, 2026 Sales and Marketing AssociateNew York City Metropolitan Area · Marketing & Communication · Jul 25, 2026 Senior Software EngineerNew York, New York, United States, Northern America, Americas · Backend Development · Jul 21, 2026

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