Fundz
New|Fundz now works inside Claude2 min

Timing. Relevance. Relationships.

Fundz is the only platform that reads more than a dozen real‑time signals all day, every day, so you know about new funding, new executives and new contracts within minutes of them happening, not days or weeks later like the databases you’re used to. It then combines the signals on each company, scores every company against what you offer, and weaves in your own network, so you discover new accounts first and work existing ones better.

Each morning you get the ones worth your time right now: who to reach, why now, and who you already know there. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.

Trusted by

OracleSnowflakeCloudflareLinkedInGoogleSalesforce
4.8/5 on G2· Since 2015

Pave Finance has raised $5 million in a Series A extension to enhance its AI-powered portfolio management tools. The funds will support hiring over 40 new team members.

PRIVATEOct 12, 2026

Amount Raised

$5 Million

Round Type

Series A

New YorkFinancial Services

Description

Pave Finance, based in New York City, has raised $5 million in a Series A extension, totaling $20 million in funding. The firm focuses on AI-powered portfolio management tools for financial advisors. The new capital will help expand its team, enhancing its engineering and market-facing departments. Founded in 2021, Pave Finance is dedicated to helping financial advisors customize and automate portfolio management.

Company Information

Company

Pave Finance

Location

New York, New York, United States

About

Pave Finance is a New York City based firm providing AI powered portfolio management tools for financial advisors. Founded in 2021, it offers solutions that allow financial advisors to customize, personalize, and automate portfolio construction and management. The company aims to enhance the efficiency and effectiveness of portfolio management through innovative technology.

Fundz sees it the moment Pave Finance raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Pave Finance's next move

See what Strategic adds

Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Pave Finance raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.