Pave’s AI-powered platform automates portfolio construction, optimization and trade execution for advisors.
New York, September 5, 2025
Pave Finance closed a $14 million seed round that exceeded its initial target, securing additional capital to accelerate development and commercial rollout of its AI-powered portfolio management platform for wealth advisors. The funding will support enhanced AI and optimization capabilities, expanded trading and custody integrations, and scaling of operations and onboarding. Pave’s cloud platform converts institutional quantitative models into advisor-facing tools that generate trade recommendations, optimize customized portfolios across 10,000+ securities, and automate routine management. The company reports deployment across advisors overseeing tens of thousands of accounts and billions in client assets.
New York — Pave Finance, Inc. reported a $14 million seed financing round announced on September 5, 2025, which exceeded an initial target of $10 million due to high investor demand. The company said the additional capital will be used to accelerate product development and the commercial rollout of its professional, AI-driven portfolio management platform for wealth advisors.
The seed round was oversubscribed, drawing investments that included participation from former executive officers and board members of major U.S. financial services firms, while some backers remained undisclosed. The company plans to direct proceeds toward expanding product capabilities, scaling operations and speeding adoption among independent advisors.
Pave’s software is presented as a professional, self-service platform for investment advisors that converts quantitative models into automated portfolio construction and management tools. Core technical components include an alpha scoring algorithm, an optimization engine and integrated trading infrastructure. The platform uses forms of artificial intelligence such as machine learning and predictive analytics to generate buy and sell recommendations, execute trades directly, and rebalance portfolios as markets shift.
The company positions its product to tackle a common industry problem: advisors reportedly spend an average of 18 hours per week managing client portfolios, limiting their ability to scale while preserving customization. Pave says its tools reduce that time burden, enable personalization at scale, and aim to enhance returns while managing volatility.
According to the company’s disclosure, the standard quantitative model that underpins the software has outperformed the S&P 500 by an average of 285 basis points per year over the past 15 years. The software is already deployed to independent advisors who collectively manage more than 60,000 accounts with over $18 billion in client assets.
Pave tracks more than 10,000 publicly traded securities globally and supports both equity and multi-asset portfolio construction for U.S.-based wealth advisors. The platform allows customization and constraints such as excluding sectors, industries or specific assets, accounting for existing holdings and tax considerations, and optimizing per client risk tolerance.
The platform integrates with a range of major custodial partners and is described as enabling fast onboarding for advisory firms. It also includes trading connectivity to execute recommendations generated by the platform’s models and optimization engine.
Pave is based in New York and is led by Christopher Ainsworth as chief executive officer. The leadership team is described as having combined experience of over 200 years across investment banks, retail and institutional brokerages, asset managers and technology firms. Employers referenced as part of that experience set include large financial institutions and major technology companies.
The company outlined plans to use the seed capital to speed the commercial rollout of its platform, increase engineering and product development, expand sales and customer success operations, and continue innovating the underlying AI-driven models and trading infrastructure.
The oversubscription and participation by experienced finance executives signal investor interest in automation and AI tools aimed at giving independent advisors the ability to scale personalized portfolio services. The funds are intended to help move the technology from model stage to broader commercial deployment.
The announcement was dated September 5, 2025, with related coverage appearing across industry briefings on September 4–5, 2025. Some reports noted that backers were not fully disclosed.
Pave Finance raised $14 million in a seed financing round announced on September 5, 2025.
Yes. The round was oversubscribed, surpassing the company’s initial $10 million target due to high investor demand.
Investors included former executive officers and board members of leading U.S. financial services firms. Some backers were not publicly disclosed.
The funds will support product development, accelerate the commercial rollout of the platform, expand engineering and operations, and continue innovation of AI models and trading infrastructure.
The platform automates portfolio construction and management, generates buy and sell recommendations using AI-driven models, executes trades, and enables advisors to personalize portfolios at scale while managing risk.
Pave states that the core model behind its software has outperformed the S&P 500 by an average of 285 basis points per year over the last 15 years.
The software is deployed to independent advisors that manage more than 60,000 accounts and over $18 billion in client assets, according to company disclosures.
| Feature | What it does |
|---|---|
| Alpha Scoring Algorithm | Ranks securities based on expected excess return using historical and predictive signals. |
| Optimization Engine | Builds portfolios aligned with client objectives and risk benchmarks while enforcing constraints. |
| Trading Infrastructure | Executes recommended trades and supports ongoing rebalancing through custody integrations. |
| AI / ML Models | Uses machine learning and predictive analytics to adapt recommendations as market conditions change. |
| Customization Controls | Allows exclusions (sectors, assets), tax-aware decisions, and incorporation of existing holdings. |
| Instrument Coverage | Tracks 10,000+ publicly traded securities globally for equity and multi-asset strategies. |
| Integration & Onboarding | Works with major custodians to enable faster advisor onboarding and deployment. |
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