AI-Backed Portfolio Management Platform Pave Finance Raises $15M Series A

Published on September 14, 2026

Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.

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2026 Wealthies: Rising Stars of the Year

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These next-gen industry leaders were honored at the 2026 Wealth Management Industry Awards in New York City.

Anthropic Launches Claude for Financial Advisors

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The new AI suite connects to custodians, CRMs and planning tools advisors use daily and could replace some newer products already on the market.