ria-software
(3)
Wealthbox Bet Advisors Would Use a CRM They Didn't Hate - Now It Wants AI to Run the Follow-Up
A clean interface got Wealthbox into thousands of advisory firms. A $200 million bet now asks whether that beloved system of record can become the system that does the work - without turning into the bloated software it set out to replace.
Opto Investments
Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.
Auden Ehringer
Auden Ehringer is the Chief Technology Officer of Pave Finance and CEO of its technology subsidiary, Pave Labs. A Stanford-trained electrical engineer and computer scientist, he spent the early part of his career keeping some of the world's largest systems running - building Alexa sports features at Amazon Lab126 and serving as a Site Reliability Engineer on YouTube Discovery at Google. In 2023 he traded planet-scale infrastructure for the messier world of money, joining the New York fintech Pave Finance to build software that lets independent advisers automate and personalize portfolio management across thousands of client accounts. The platform he leads now helps oversee billions in assets, and in 2025 the company closed an oversubscribed $14M seed round.