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Wednesday, September 16, 2026The Morning Brief →Sign in
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Stephen Evans

In PWD coverage since September 14, 2026 · 2 stories
PWD coverage
practice

Pave's $15M round prices advisor AI at the custodian layer

The advisory firms that wrote checks bought a cheaper portfolio-construction layer — and a position in the channel that sells it.
Deals & PE · Sep 14Pave's $100 million valuation is a bet on advisor distribution
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