# Pave Finance

> Pave Finance is a New York-based fintech building an AI-powered, institutional-grade wealth management platform that lets financial advisors customize, personalize and automate portfolio construction for their clients. Combining an alpha-scoring algorithm, an optimization engine and an integrated trading platform across 10,000+ global securities, Pave brings tools once reserved for hedge funds and ultra-high-net-worth desks to everyday advisors - offering direct indexing, tax-loss harvesting, values-based screens and concentrated-position management. In September 2025 the company closed an oversubscribed $14M seed round.

- **Founded:** 2021
- **Headquarters:** New York, United States
- **Founders:** Chris Ainsworth (Co-Founder & Chief Executive Officer), Stephen Evans (Co-Founder & Chief Investment Officer), Auden Ehringer (Chief Technology Officer), Ed Tedeschi (Head of Strategic Relationships), Jay Gould (External General Counsel)
- **Team size:** ~23 employees
- **Products:** Pave Labs, Pave Securities, Pave Investment Advisors, Direct indexing & tax-loss harvesting, Values-based personalization screens
- **Notable:** Closed an oversubscribed $14M seed round in September 2025, exceeding a $10M target., Underlying model outperformed the S&P 500 by an average of 285 basis points per year over 15 years., Reached 60,000+ advisor-managed accounts and $18+ billion in client assets under management.

## Products & services

- **Pave Labs** — A portfolio management software platform combining an alpha-scoring algorithm, optimization engine and integrated trading to construct and manage personalized portfolios across 10,000+ global securities.
- **Pave Securities** — A fully-disclosed introducing broker-dealer that handles trade execution and integrates with major custodians.
- **Pave Investment Advisors** — An SEC-registered investment advisor delivering advisory services on top of the platform.
- **Direct indexing & tax-loss harvesting** — Automated direct indexing with continuous tax-loss harvesting to pursue tax alpha for clients.
- **Values-based personalization screens** — Screens that tailor portfolios to a client's values (including ESG) and preferences without abandoning risk targets.
- **Concentrated position management** — Tools to diversify and manage concentrated single-stock positions with tracking-error control.
- **Model portfolios & individualized SMAs** — Model portfolios and separately managed accounts personalized at the individual client level, with compliance and reporting automation.

## Achievements

- Closed an oversubscribed $14M seed round in September 2025, exceeding a $10M target.
- Underlying model outperformed the S&P 500 by an average of 285 basis points per year over 15 years.
- Reached 60,000+ advisor-managed accounts and $18+ billion in client assets under management.
- Built a full stack spanning software, a broker-dealer and an SEC-registered investment advisor.

## Latest updates

- **2025-09** — Raised $14M in an oversubscribed seed financing to accelerate product development and commercial rollout of its AI-powered platform.
- **2025-10** — Announced the launch of an investment advisor arm aimed at empowering everyday investors to manage money like billionaires.

## Links

- Website: https://www.pavefinance.com
- LinkedIn: https://www.linkedin.com/company/pave-finance
- Twitter/X: https://twitter.com/pavefinance

---

Profile page: https://yespress.io/pave-finance
Published by YesPress — https://yespress.io
Last updated: 2026-07-03