Pave the Way

Join us as we shape the future of wealth management

Built on Compounding Experience

Pave was founded by bringing together people with varied perspectives unified by a spirit of innovation. Our team combines experience from financial firms and technology companies such as Goldman Sachs, Morgan Stanley, J.P. Morgan, Google, Apple, Meta, and Amazon.

By melding the worlds of finance & technology, Pave enables advisers to create and automate truly custom portfolios that reflect their clients’ values and risk tolerance while adjusting for evolving market conditions.

"You get to combine what you do best, which is understanding and caring for your clients, with tooling that enables you to embed that care into their portfolios"

Pascal Corey

Co-Founder, Pave

Company Values

Practice Integrity

A great deal of trust is placed upon us by our clients, our investors, and each other. Honor that trust by making ethical, transparent, and well-intentioned decisions.

Stay Curious

Listen first and talk second. There is always something to learn from those around you.

Embrace Innovation

Be open and adaptive to new ideas. We are building something transformational, so embrace innovation with resourcefulness, enthusiasm, and resilience.

Seek Collaboration

Nothing revolutionary can be accomplished without teamwork. Seek out and value contribution from a diverse set of perspectives whether they be from colleagues, partners, or clients.

Empower Growth

Support each other with compassion and grace. Communicate constructive criticism and empower your colleagues to become the best version of themselves.

Think the Impossible

Challenge yourself to think the impossible. Who knows, once it’s out there, we just might be able to do it.

Be Humble

Accept responsibility and take accountability for your actions. We can always improve.

Build your firm on a strong foundation

We focus on the little things that keep your client's data and money safe.

Data Privacy

Pave integrates with your custodian so client assets can stay put and benefit from bank-level security. All client data that Pave interacts with is encrypted and secured. When onboarding a new firm, we work with both the firm and the custodian to verify identities and ensure no bad actors are able to gain access to your firm’s sensitive data. Additionally, Pave offers multi-factor authentication to add an additional layer of security at login.

Customer Support

Our team is available 24/7 to assist you. If you need help connecting accounts, want to maximize Pave’s functionality, or simply have questions on the state of the market, please reach out to our customer support team by emailing support@pavefinance.com.

Start saving up to 18 hours per week with automated portfolio management

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