# Pave Investment Advisors

Pave Investment Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** pavefinance.com
- **LinkedIn:** https://www.linkedin.com/company/pave-finance

## Regulatory record

- **CRD number:** 322420
- **SEC file number:** 801-126164
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322420

## About

Pave Investment Advisors was established in New York in 2022 by a team combining experience from Goldman Sachs, Morgan Stanley, J.P. Morgan, Google, Apple, Meta, and Amazon. The firm operates as a registered investment advisor that builds technology for financial advisers, automating portfolio management, trading, and client reporting. The platform covers direct indexing with tax-loss harvesting, values-based personalization screens, concentrated stock position management, and long-tail account automation. Pave reports that advisers using its technology oversee more than $4B in client assets. The firm's tools allow for custom direct indexing, strategy optimization, model portfolios, and individualized separately managed accounts. The service is designed for US-based wealth managers and their high-net-worth clients. Pave states that its setup process transitions portfolios in five days and that tax objectives are met within 60 days, though independent verification of those claims is not available. The firm highlights risk management, compliance, and audit readiness as embedded features. No philanthropic vehicles, family branches, or external co-investment clubs are known. Structurally, Pave is not a single-family office or multi-family office — it is a technology provider that doubles as an RIA, creating a hybrid model where the software itself can serve as the investment adviser. This architecture means Pave's clients are primarily other financial advisers rather than end-investors, a distinction from most wealth managers.

## Sectors

- Wealth Tech

## Questions

### Is Pave a technology company or a registered investment advisor?

It is both. Pave Investment Advisors is a registered investment advisor that has built a technology platform for financial advisers. The platform automates portfolio management, trading, and reporting, but the firm itself holds RIA status and can serve as the adviser of record on accounts.

### What investment services does Pave's platform automate?

Pave's platform automates direct indexing, tax-loss harvesting, values-based screening, concentrated position management, and long-tail account administration. It also supports model portfolios, custom direct indexing, and individualized separately managed accounts.

### What is the scale of assets on Pave's platform?

Pave states that advisers using its technology manage more than $4 billion in client assets. The firm has not disclosed its own regulatory assets under management, and no independent verification of the $4 billion figure is available.

## Related profiles

- [Pavalorem](https://altss.com/profile/pavalorem)
- [Pavestone Capital](https://altss.com/profile/pavestone-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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