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Pave Finance
In one line: AI-powered portfolio management for RIAs: one optimization engine for direct indexing, tax management, rebalancing and transitions on any custodian.
| Best for | RIAs and wealth firms that want personalized, tax-aware portfolios and direct indexing at scale without building an in-house quant stack |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 30, 2026) |
| Website | www.pavefinance.com/ |
| Last checked | October 30, 2026 |
What it does
Pave Finance (pavefinance.com, not the HR compensation software at pave.com) sells portfolio management software that helps RIAs and wealth management firms build, customize and manage personalized portfolios at scale. Pave says one optimization engine, grounded in quantitative models that have managed client assets since 2010, scores the market weekly and builds and rebalances a personalized, tax-aware portfolio for every account on any custodian. Use cases it lists include direct indexing (tax-loss harvesting, levered direct indexing, TAMP and SMA displacement), transition management (model migration, concentrated positions, last-mile personalization), personalization at scale (small accounts, values-based portfolios, individualized SMAs), strategy research across 26,000+ assets, 30 benchmarks and 150+ metrics, and an API backend for partners. CIOs can apply firm models, risk parameters and client requirements across every account. On October 28, 2026 BetaNXT announced a partnership giving its clients access to Pave's software. Pave Finance, founded in 2021 in New York, owns Pave Labs (the Pave Pro software), Pave Securities, a FINRA/SIPC introducing broker-dealer, and Pave Investment Advisors, an SEC-registered adviser. Its homepage lists $130B in assets from managers using Pave, 30,000+ accounts managed and 170+ custodians integrated (vendor figures).
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Alternatives to Pave Finance
Vise
RIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians
Orion
Firms that want one connected platform
Altruist
Independent RIAs looking for custody plus software
OnTrade
Larger RIAs and bank wealth teams that want firm-wide AI agents for proposals, reviews and rebalancing on top of their existing systems
Compare with other tools (side by side, up to 4)
From the blog
FAQ
What is Pave Finance?
AI-powered portfolio management for RIAs: one optimization engine for direct indexing, tax management, rebalancing and transitions on any custodian.
Who is Pave Finance best for?
RIAs and wealth firms that want personalized, tax-aware portfolios and direct indexing at scale without building an in-house quant stack. It is in our portfolio analytics & proposals category.
How much does Pave Finance cost?
Pave Finance doesn't publish prices on its website as of October 30, 2026; contact the vendor for a quote.
What are alternatives to Pave Finance?
Vise, Orion, Altruist, OnTrade.