Advisors Trust Pave to Manage $4B+ in Client Assets1

Grow your AUM

Reduce overhead

Increase profits

Increase profits with automated portfolio management

Automate personalized portfolio management across all client accounts. Spend less time doing more.
See How Pave Works
10,000+ Client Portfolios Run on Pave
Built for Efficiency

More Wealth, Less Management

The average adviser spends 18 hours a week managing client money and preparing for meetings. Move towards 0 with Pave.2
Automate management and trading
Harness technology that automatically monitors the market, updates client portfolios, and places trades.
Personalize individual accounts
Port over your existing strategies or run individual account level personalization without lifting a finger.
Streamline client meetings
Access comprehensive portfolio reporting to streamline client meeting preparation and execution.
Built on Trust

Advisors Trust Pave to Manage $4B+ in Client Assets3

“I am obsessed with your product!”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio.”
Fried Asset Management, Inc.
AUM: $29 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
AUM: $822 million
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM.  No compensation was provided in exchange for this testimonial.
“I am obsessed with your product!”
Independent Investment Adviser
$500+ million in AUM
Testimonial provided on May 15th, 2024, by an Independent Investment Adviser with $500+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“This gives me the ability to increase capacity without sacrificing personalization.”
Independent investment Adviser
$100+ million in AUM
Testimonial provided on May 29th, 2024, by an Independent Investment Adviser with $100+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio.  We wouldn't be without it!”
Fried Asset Management, Inc.
Testimonial provided by Fried Asset Management, Inc. in March of 2025. Fried Asset Management, Inc. is a current client of Pave Finance, Inc. (“Pave”). Fried Asset Management, Inc. is an Independent investment adviser with $29 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns. Its robust customization features allow us to tailor portfolios to each client's unique needs, while the intuitive interface makes the process efficient and user-friendly. The team at Pave Pro has been incredibly supportive, ensuring a smooth setup and providing prompt, insightful assistance whenever needed.”
TCP
Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. (“Pave”) or any of Pave’s affiliated entities. Dre is an Independent investment adviser with $300 million in AUM.  No compensation was provided in exchange for this testimonial.
Built to Please

Set Up Once, Benefit Forever

Easily integrate your existing infrastructure to minimize client disruption.
Avg Time Onboarding
5
days
Avg Time Saved Per Year
60
days
We are integrated with the following custodians:
Built Around You

Welcome to the Future of Wealth Management

From onboarding to optimization, give your clients more, all while doing less.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
171 Madison Ave.
Suite 1500
New York, NY 10016
4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.
For Financial Professional Use Only.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
‍
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. Please see our privacy policy here.
‍
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
‍
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

Please see ADV Part 2A here and Form CRS here.For Additional Information and Important Disclosures please click here.
  • Assets described herein is the combination of all assets being managed by Pave Investment Advisors, LLC on a discretionary and non-discretionary basis as of February 28, 2025. In addition this includes the assets being managed on a discretionary basis by Pave affiliate, Systematic Alpha Investments, LLC as of February 28,2025. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology.

    Past performance is no guarantee or indicative of future results. Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance. This information changes on a daily basis and the actual holdings and metrics associated with the holdings may vary from the information presented here.
  • Kites, Michael. “How Do Financial Advisors Actually Spend Their Time?” Kitces.com, 18 Mar. 2019,www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/.
    Accessed 19 Mar. 2025.
  • Ibid
© Copyright 2025 Pave Finance, Inc. All Rights Reserved