AI-driven trading and portfolio management for financial advisors — personalized client portfolios without the operational load.
Pave Finance is a New York platform that builds, manages and trades personalized portfolios for financial advisors, using AI to strip out the operational burden and cost of doing that at scale. It tracks more than 50,000 publicly traded securities, integrates with custodians including Schwab, Fidelity and BNY Pershing, and offers advisors both discretionary and non-discretionary options, earning from licensing, trading and advisory fees. Founded in 2021 by former McKinsey consultant Pascal Cevaer-Corey with Peter Corey and Stephen Evans, and led since December 2022 by CEO Christopher Ainsworth, it says it represents $130 billion in assets across more than 300,000 accounts.
Fintech📍 New York, NYFounded 2021
Current Valuation
$100M
as of 2026-09-14
PRIVATE
QL Price
$100M
0% vs last round
QuantLogix's current estimate for Pave Finance, published 2026-09-14 — in line with the last disclosed round of $100M (2026-09-14).
Confidence
low
Basis
round anchored
What backs this price
Last disclosed round
$100M
2026-09-14
weight 1
How this price has held up
No round has priced for Pave Finance since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-14 and will be graded against the next priced round. See the full accuracy record →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, Pave Finance, 2026-09-14 (4e2ff2ea3382466b).
The id pins this exact claim, so a citation stays checkable after the price moves.
Model estimate for research — not a quote, target price, or investment advice.
IPO Outlookprivate
Is Pave Finance going public?
No. Pave Finance is private and has not filed to go public. There is no S-1 on file.
What is Pave Finance's valuation in 2026?
Pave Finance is valued at $100M as of 09/14/2026, set by its Series A ($15M, Sep 2026). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Pave Finance filed an S-1?
No public S-1 is on file for Pave Finance.
Can you buy Pave Finance stock?
No. Pave Finance is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Pave Finance on its Pre-IPO Access Desk.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Company Profile
CEO
Christopher Ainsworth
Founded
2021
HQ
New York, NY
Total Raised
$29M
Growth
Represents $130 billion in assets across more than 300,000 accounts as of September 2026, per Wealth Management. Positioned on cost and personalization as advisory firms take on more clients who want portfolios tailored to them.
Last Round
Series A — $15M (Sep 2026)
IPO Status
private
Fundraising Status
Series A · $15M · this month
privateTotal raised $29M2 disclosed rounds
Series A Impact
Round Size
$15M
Primary financing announced
Post-Money Valuation
$100M
Company-announced mark
Round / Post-Money
15.0%
New capital ÷ post-money
Disclosed Funding
$29M
Cumulative disclosed rounds
Step-up compares disclosed post-money valuations. Round / post-money is a financing-size ratio, not an ownership or dilution estimate.
Growth & Valuation
Capital raised per round
Charts built from publicly disclosed funding rounds and revenue estimates. Approximate, not real-time, not investment advice.
Funding History
Round
Amount
Date
Lead Investor
Post-Money
Series A
$15M
Sep 2026
—
$100M
Seed
$14M
Jan 2025
—
—
Talent Signal
Hiring data for Pave Finance has not been collected yet — the monthly talent sweep hasn't reached this company. Check back soon.
Founders & Key People
Pascal Cevaer-CoreyPeter CoreyStephen Evans
Products
AI-driven portfolio construction, management and trading for financial advisors, with personalized per-client strategies
Discretionary and non-discretionary options for advisors
Coverage of more than 50,000 publicly traded securities, with custodian integrations including Schwab, Fidelity and BNY Pershing for onboarding
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2026-09-14. Refreshed quarterly.