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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Pave Finance

In network coverage since September 14, 2026 · 4 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 13, 26Deal closed · $15M — coverage
Sep 13, 26Deal closed — coverage
Sep 13, 26Deal closed — coverage
Network coverage
RIA

BetaNXT to add Pave Finance portfolio software

The partnership, announced at Schwab IMPACT, puts Pave's portfolio construction and optimization tools inside BetaNXT's wealth management suite.
Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing
Practice management · Sep 15Pave's $15M round prices advisor AI at the custodian layer
Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution
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