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.

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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

Knowledge graph

Founder mafias, market maps, lists and research connected to this company by Dealroom

Market maps in Fintech

Market map MENA Fintech Map 2026: 111 fintech startups across the Gulf, Egypt and North Africa Oct 30, 2026 Market map CNBC World's Top Fintech Companies 2026 Jul 23, 2026

Market map Insurtech SaaS for insurance risk management, underwriting, claim and data analytics

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

4 distinct openings shownExplore hiring signals →

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