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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 16, 2026The Morning Brief →Sign in
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Christopher Ainsworth

In PWD coverage since September 14, 2026 · 3 stories
PWD coverage
Deals & PE

Pave's $15 million Series A prices the custodian plumbing

A $100 million pre-money valuation for an AI portfolio platform is a bet that the 170 custodian connections, more than the model, are what advisors pay for.
practice · 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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