Congratulations to?Tim Halladay?and Juan Aguilar, two of our raffle winners. We hope you enjoy your custom putters! Thank you to everyone who signed up for our raffle!? . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT
关于我们
Welcome to Pave Pro: the tool for a new era of investing. Pave Pro empowers independent RIAs to build and manage individually personalized portfolios for each of their clients. Simply connect your existing custodian, and in under 10 business days, you will have access to a fully integrated platform that automatically creates, updates, and trades any account regardless of size. The best part: it’s available for a flat subscription fee. Pave Pro can personalize portfolios based on a client’s existing assets, risk tolerance, exclusions, tax situation, and more. As the market evolves, Pave Pro will actively manage portfolios accordingly. You can monitor portfolio performance, trade history, and asset allocation or even manually approve trades on the accounts you watch most closely. Pave’s team has over 200 years of finance and technology experience, with members from top financial institutions such as Goldman Sachs, Morgan Stanley, Bank of America, Merrill Lynch, J.P. Morgan, Fidelity, and several hedge funds. We also have experts from leading technology companies such as Google, Apple, Meta, Amazon, Wealthfront, DriveWealth, and E-Trade. Learn more at pavepro.ai! For all relevant disclosures please click the link in bio or head to pavefinance.com/legal.
- 网站
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https://www.pavepro.ai/
Pave Finance的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Fintech、Investing、Finance、Stocks和Personal Finance
地点
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主要
获取路线
171 Madison Ave
Suite 1500
US，NY，New York，10016
Pave Finance员工
动态
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There is still plenty of time to stop by Booth 308 before you say goodbye to Schwab Impact 2024. Swing by to grab a cup of coffee, pick up a sleeve of Pro V1 golf balls for the road, and experience our cutting-edge wealth management platform. . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT
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It’s been a fantastic experience meeting so many amazing advisors at Schwab Impact. We’ve been inspired by your passion, your insights, and your commitment to your clients. As we head into the final afternoon of the conference, our team would love to connect with you! Stop by Booth 308, and see if Pave is the right tool for you. . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT
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Sign up and stop by Booth 308 to enter our raffle for a chance to win a custom putter, a golf vest, or a generous donation towards a co-sponsored client event with Pave. Don’t miss your chance to win big! . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT https://lnkd.in/et6gMkdH
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Fuel your upcoming conference day with a premium cup of Nespresso. Stop by Booth 308 and enjoy a delicious beverage while learning how Pave can help you take a step toward the future of wealth management. Our team is ready to discuss your specific needs and why Pave might be the perfect tool for the job. It's the perfect combination: great coffee, great conversation, and great results. . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT
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Congratulations to Michelle Robinson MA in Law, CFP? at Joss Brown Wealth Advisors and Tim Halladay at Jordan Park Group on winning our raffle! We hope your new putters elevate your short game, and you look sharp on the course in that new vest. Enjoy your prizes! Don’t miss out! Our raffle is still open, and you can sign up by stopping by Booth 308.? . . . Please go to the link in our bio for important disclosure information.? #SchwabIMPACT
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Day 2 of Schwab Impact is in full swing, and so far, it’s even better than yesterday! Our team has connected with so many of you and heard about the challenges and needs of a modern wealth manager. Those problems motivated the creation of Pave Pro, so it is wonderful to hear how interested advisors are in the possibilities Pave’s technology creates. Come meet?Ed Hackney and Wes Caywood, who can tell you all about the benefits of Pave Pro while demonstrating innovative coffee-drinking techniques. If you haven’t already, swing by Booth 308! . . . Please go to the link in our bio for important disclosure information.
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Feeling lucky? Enter our raffle for a chance to win a unique prize. Elevate your conference experience with Pave's prizes: branded wooden putters with a gold inlay, custom golf vests, and a generous donation towards a co-sponsored client event with Pave. Stop by Booth 308 to sign up and see if you're a winner! . . . Please go to the link in our bio for important disclosure information. https://lnkd.in/et6gMkdH
Schwab Impact 2024 Raffle
pavepro.ai
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Wow, what a morning! It has been a privilege to meet and connect with so many of you. As the second day of Schwab Impact continues, we hope you will stop by Booth 308. Grab a coffee, sink a putt, and learn what Pave Pro can do for you! . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT https://lnkd.in/ebW7-gP5
Day 2: Let the Games Continue
pavepro.ai
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Pave’s booth has been busy on Day 2 of Schwab Impact! If you haven't yet, stop by this afternoon and discover how Pave Pro is a wealth management platform as unique as the booth we are in. Congratulations again to one of our Day 1 Raffle winners,?Michelle LeCates. We hope you enjoy that putter! . . . Please go to the link in our bio for important disclosure information. #SchwabIMPACT
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