Pave Finance

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Pave Finance is a New York-based portfolio management platform for RIAs and wealth management firms, described in its October 2026 funding announcement as AI-powered. One optimization engine runs indexing, tax management, rebalancing and transitions, building and rebalancing a personalized, tax-aware portfolio for every client account on any custodian. Firms use it to apply their own models, risk parameters and client restrictions consistently across accounts, for direct indexing and tax-loss harvesting, to migrate legacy portfolios with tax constraints in mind, and to test strategies before going live; an API lets partners embed the engine. Pave says managers using it oversee $130B in assets across 30,000+ accounts and 170+ integrated custodians. It extended its Series A by $5M to $20M in October 2026.

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Key features

One optimization engine for indexing, tax management, rebalancing and transitions across every account
Personalized, tax-aware portfolios built around each client's goals, tax position, restrictions and existing holdings
Direct indexing with tax-loss harvesting, including levered direct indexing
Transition management for moving legacy portfolios to the firm's target model with tax constraints
Strategy research: test strategies across 26,000+ assets, 30 benchmarks and 150+ metrics before going live
API for embedding the engine in partner platforms