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Private Wealth Daily
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Pave Finance

In network coverage since September 14, 2026 · 6 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 13, 26Deal closedPave's $100 million valuation is a bet on advisor distribution · $15M — coverage
Sep 13, 26Deal closedPave's $15 million Series A prices the custodian plumbing — coverage
Sep 13, 26Deal closedPave's $15M round prices advisor AI at the custodian layer — coverage
Network coverage
Data

55% of high-net-worth practices outsource tax planning

BlackRock's 2026 survey finds 41% of women rank better tax outcomes a priority, versus 12% of advisors who name tax a key concern.
The Close · Oct 29Allspring and Vestmark build tax-aware models as BetaNXT adds Pave
RIA · Oct 28BetaNXT to add Pave Finance portfolio software
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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