NEW YORK, Oct. 28, 2026 /PRNewswire/ — BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, today announced a strategic partnership with Pave Finance, a wealth management technology company. Pave’s portfolio management software gives RIAs and wealth management firms control over how every client portfolio is built, customized, and managed at scale. Through the partnership, BetaNXT will offer Pave Finance’s portfolio management software to its clients, expanding its reach among financial advisors and registered investment advisors (RIAs) while enhancing its wealth management suite with advanced portfolio construction, personalization, and optimization capabilities.
The collaboration unites BetaNXT’s scale and market presence with Pave’s portfolio management and optimization capabilities. The companies are joining forces to help firms deliver more personalized investment experiences while improving the technology and workflows advisors use to construct and manage client portfolios.
“Portfolio planning is increasingly important as advisors look to provide more customized investment solutions while operating efficiently and at scale,” said Tim Rutka, President of Trading and Settlement at BetaNXT. “Our partnership with Pave expands the offerings available to our clients, giving them access to sophisticated technology that can help advisors seamlessly address investors’ individual needs.”
Pave’s technology enables wealth management firms to construct portfolios around client goals, risk parameters, tax considerations, existing holdings, investment restrictions and preferences.
“BetaNXT’s extensive presence across the wealth management ecosystem creates an exciting opportunity to bring Pave’s portfolio management software to more firms and advisors – strengthening their optimization, personalization, transition management and tax-aware portfolio management capabilities across their client rosters,” said Edward Tedeschi, Head of Strategic Partnerships at Pave. “Together, we can help firms deliver highly personalized portfolios while giving advisors a platform that makes sophisticated portfolio management more scalable.”
The partnership represents another step in BetaNXT’s strategy to provide wealth management firms with an integrated ecosystem of technology and solutions spanning the investment and client lifecycle.
About Pave Finance, Inc.
Pave Finance, Inc. is a leading AI-powered portfolio management platform for financial advisors that enables investment advisors to customize, personalize, and automate portfolio construction and management. Pave Finance’s business units include: (i) Pave Labs, LLC, provides Pave Pro, the portfolio management software platform; (ii) Pave Securities, LLC, which is a fully-disclosed introducing broker-dealer; and (iii) Pave Investment Advisors, LLC, which is an SEC-registered investment adviser. All subsidiaries are wholly owned by Pave Finance, Inc. Pave Finance’s business model derives three primary streams of revenue: (i) software licensing revenue, which is priced using a SaaS licensing model with users paying a monthly license fee; (ii) broker-dealer revenues including, trading, securities lending, and spreads on credit and debit balances; and (iii) investment advisory fees for the automated management of assets on a discretionary and non-discretionary basis. Pave Finance was founded in 2021 and is based in New York, New York.
