Pave Finance raised $15.0M in a Series A round to expand its portfolio management software for registered investment advisers. The platform automates trading and portfolio management across an adviser's entire book of business.
Pave lets advisers build and manage custom portfolios, then automate them, with a reporting suite aimed at cutting time spent on market research and client meeting prep. The company's team has drawn from Goldman Sachs, Google, Morgan Stanley, Apple, J.P. Morgan, Fidelity and other firms.














