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Pave Finance raises $15M Series A for AI-backed portfolio management platform. The New York-based firm will use funding to expand market and engineering teams.

PRIVATESep 14, 2026•about 5 hours ago

Amount Raised

$15 Million

Round Type

Series A

New YorkFinancial ServicesSoftwareFinanceFintech

Investors

Company InsidersBoard MembersFormer Financial Services ExecutivesAdvisory Firms

Description

Pave Finance, an AI-backed trading and portfolio management platform for financial advisors, has raised $15 million in a Series A funding round at a $100 million valuation. The oversubscribed round included investment from advisory firms, former financial services executives, board members, and company insiders. The funding will support expansion of Pave's market-facing and engineering teams. The firm, founded in 2021, tracks over 50,000 publicly traded securities and integrates with major custodians including Schwab, Fidelity, and BNY Pershing.

Company Information

Company

Pave Finance

Location

171 Madison Ave

New York, New York, United States

About

Pave Finance is an AI-poweredInstitutional-grade personalized wealth management software company. It focuses on providing tailored wealth management solutions for institutional clients. The software utilizes advanced algorithms to enhance investment strategies. Pave aims to improve the overall financial management process for its users.

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Funding Insights

Based on industry data
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months
Monthly burn rate benchmark
47% of Series A startups spend $400k or more per month on operations
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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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 285,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.