Fundz

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 ServicesSoftwareFinanceFintech

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.

Quick answer

Pave Finance raised $5 Million in a Series A round, dated October 9, 2026. Pave Finance is based in New York, New York, United States.

How much did Pave Finance raise?
Pave Finance raised $5 Million in a Series A round on October 9, 2026.
What does Pave Finance do?
Pave Finance is an AI-poweredInstitutional-grade personalized wealth management software company.
Where is Pave Finance based and how big is it?
Pave Finance is based in New York, New York, United States. Fundz records about 22 employees.
Who are the decision-makers at Pave Finance?
Fundz holds 5 contacts at Pave Finance, including the Managing Director, Institutional Sales. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Pave Finance that raised within 45 days of this round, from Fundz verified event records.

  • Clara raised $65M (Series C) on November 10, 2026.
  • Fragment raised $56M (Seed) on October 28, 2026.
  • Hyphenate raised $45M (Series A) on October 27, 2026.
  • Parabolic Technologies, Inc. raised $6M (Pre-Series A) on October 20, 2026.
  • Treasure Global raised $1.2M (Post-IPO Equity) on October 15, 2026.
  • Fragment raised $12M (Series A) on October 14, 2026.

Who to call at Pave Finance, and when

A new round usually means Pave Finance is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Pave Finance raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Pave Finance, from your own LinkedIn network

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

Related People

5 contacts
Verified contactsJamie, Managing Director, Institutional Sales hidden hiddenSee plans and pricing
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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.

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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 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.