Disclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Pave Finance pricing
Short answer: Pave Finance doesn't publish prices on its website (checked October 30, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
Pave Finance plans and prices
Contact vendor. Pave Finance doesn't publish prices on its website, so pricing is by quote.
Prices as of October 30, 2026, in USD, as listed on Pave Finance's pricing page. Vendors change prices often; confirm before you buy.
- Pave Finance publishes no prices (pavefinance.com/pricing returned not found on October 30, 2026). Its capabilities page says direct indexing uses a flat-fee model with stable pricing across accounts, and its October 28, 2026 BetaNXT release says the software is licensed as SaaS with a monthly license fee.
Questions to ask for a quote
- Ask how Pave's affiliated broker-dealer and SEC-registered adviser are involved in your setup, and read its ADV Part 2A and Form CRS.
- Confirm your custodians and how tax-lot data is imported.
- Get the flat-fee schedule in writing, including any per-account or asset-based charges.
Pave Finance pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Pave Finance | Contact vendor | None listed | Pricing details |
| Vise | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
| OnTrade | Contact vendor | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Pave Finance review · Pave Finance alternatives · Best portfolio analytics and proposals tools
Get a Pave Finance demo
Tell us a little about your firm and we'll pass your request to Pave Finance's team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Pave Finance cost?
Pave Finance doesn't list prices publicly. Contact the vendor for a quote.
Does Pave Finance have a free plan or trial?
Pave Finance's pricing page doesn't list a free plan or trial as of October 30, 2026. Ask the vendor about demos or pilots.
What should I ask Pave Finance about pricing?
Ask how Pave's affiliated broker-dealer and SEC-registered adviser are involved in your setup, and read its ADV Part 2A and Form CRS. Confirm your custodians and how tax-lot data is imported. Get the flat-fee schedule in writing, including any per-account or asset-based charges.