Pave Finance

Financial Software · New York, United States · 11-50 Employees

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Overview

Headquarters

171 Madison Ave Rm 1500, New York, New Y...

Phone Number

(646) 690-2800

Revenue

$6.7 Million

Industry

Financial Software Finance Software Securities Trading

About Pave Finance

Pave Finance is a wealth technology company that provides software for financial advisers and wealth management firms to build personalized investment strategies, automate portfolio construction, and manage trading across client accounts at scale. Its platform combines proprietary modeling, optimization, and execution tools so advisory firms can deliver institutional-style portfolio management under their own brand and workflow. While affiliated regulated entities support advisory and broker-dealer functions, the core business described across its company materials is delivering packaged investment infrastructure software to professional wealth firms rather than operating as a traditional asset manager for end investors.Explore more
Pave Finance's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Pave Finance Org Chart

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Shannon Soqui, Chief Financial Officer at Pave Finance
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Chief Financial Officer

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Auden Ehringer, Chief Technology Officer at Pave Finance
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Chief Technology Officer

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Stephen Evans, Chief Investment Officer at Pave Finance
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pave Finance

$6.7M
11-50
Private
$34M
2021
Shannon Soqui, Chief Financial Officer at Pave Finance
Shannon SoquiChief Financial Officer
<$5M
11-50
Private
$7M
2022
Andy Berkheimer, Chief Technology Officer at Datalign Advisory
Andy BerkheimerChief Technology Officer
<$5M
11-50
Private
-
2022
AG
Ashley GogginsChief Compliance Officer
<$5M
1-10
Private
-
-
LW
Lauren WeinsteinAdministrative Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2020
KM
Kelley McKennaVice President - Wealth Advisor and Planner
Illustration of an envelope

Pave Finance Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Pave Finance

What is Pave Finance's official website?
Pave Finance's official website is www.pavefinance.com
What is Pave Finance's Revenue?
Pave Finance's revenue is $6.7 Million
What is Pave Finance's SIC code?
Pave Finance's SIC: 73,737
What is Pave Finance's NAICS code?
Pave Finance's NAICS: 51,513
How many employees does Pave Finance have?
Pave Finance has 11-50 employees
What industry does Pave Finance belong to?
Pave Finance is in the industry of: Financial Software, Finance, Software
What is Pave Finance competition?
Pave Finance top competitors include: Hidden Cove Wealth Management, H&T Capital Advisor Group, Childress Capital Advisors, Zeit Capital
What technology does Pave Finance use?
Some of the popular technologies that Pave Finance uses are: Google Cloud DNS, Cloudflare CDN, Google Cloud Platform, Microsoft Visual Studio
Who is the CFO of Pave Finance?
Pave Finance's CFO is Shannon Soqui
Who is the CTO of Pave Finance?
Pave Finance's CTO is Auden Ehringer
How do I contact Pave Finance?
Pave Finance contact info: Phone number: (646) 690-2800 Website: www.pavefinance.com
What does Pave Finance do?

Pave Finance is a wealth technology company that provides software for financial advisers and wealth management firms to build personalized investment strategies, automate portfolio construction, and manage trading across client accounts at scale. Its platform combines proprietary modeling, optimization, and execution tools so advisory firms can de... liver institutional-style portfolio management under their own brand and workflow. While affiliated regulated entities support advisory and broker-dealer functions, the core business described across its company materials is delivering packaged investment infrastructure software to professional wealth firms rather than operating as a traditional asset manager for end investors.Read More

What are Pave Finance social media links?
Pave Finance Linkedin page Pave Finance Twitter page Pave Finance Facebook page
Is Pave Finance a public company?
Pave Finance is private company therefore does not currently have an official ticker symbol
See more information about Pave Finance

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