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

Grow your AUM

Reduce overhead

Increase profits

Save up to 18 hours a week.2

Automate personalized portfolio management across all client accounts. Spend less time doing more.
Take a Tour
10,000+ Client Portfolios Run on Pave
Fortis Family Office logoEthos Financial Group logoFried Asset Management logoTCP Asset Management logoNoble Wealth Management logoGLOBAL VIEW CAPITAL MANAGEMENT logo
Fortis Family Office logoEthos Financial Group logoFried Asset Management logoTCP Asset Management logoNoble Wealth Management logoGLOBAL VIEW CAPITAL MANAGEMENT logo
Fortis Family Office logoEthos Financial Group logoFried Asset Management logoTCP Asset Management logoNoble Wealth Management logoGLOBAL VIEW CAPITAL MANAGEMENT logo
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.3
Automate management and trading
Harness technology that automatically monitors the market, updates client portfolios, and places trades.
Dive Into Automation
Personalize individual accounts
Port over your existing strategies or run individual account level personalization without lifting a finger.
Dive Into Personalization
Streamline client meetings
Access comprehensive portfolio reporting to streamline client meeting preparation and execution.
Dive Into Reporting
Built on Trust

Advisors Trust Pave to Manage $4B+ in Client Assets4

“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.
"Pave provides 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."
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.
"The Pave team 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. Discover what Pave can do for you.
Thank you! A Pave expert will reach out shortly to schedule your demo.
Oops! Something went wrong while submitting the form.