BetaNXT Partners with Pave Finance to Enhance Portfolio Management Capabilities

NEW YORK, Oct. 28, 2026 /CourierPR/ -- BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, has announced a strategic partnership with Pave Finance, a wealth management technology company. This collaboration aims to expand BetaNXT’s portfolio planning capabilities for wealth management firms and financial advisors, leveraging Pave’s portfolio management software to enhance the technology and workflows advisors use to construct and manage client portfolios.

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, enabling firms to deliver more personalized investment experiences while operating efficiently and at scale.

Rutka emphasized that the partnership with Pave Finance will give BetaNXT’s clients access to sophisticated technology that can help advisors seamlessly address investors' individual needs.

Pave Finance, founded in 2021 and based in New York, New York, is a leading AI-powered portfolio management platform for financial advisors. Its portfolio management software, Pave Pro, enables investment advisors to customize, personalize, and automate portfolio construction and management. Pave Finance’s business units include Pave Labs, LLC, which provides Pave Pro, the portfolio management software platform; Pave Securities, LLC, which is a fully-disclosed introducing broker-dealer; and 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: software licensing revenue, which is priced using a SaaS licensing model with users paying a monthly license fee; broker-dealer revenues including, trading, securities lending, and spreads on credit and debit balances; and investment advisory fees for the automated management of assets on a discretionary and non-discretionary basis.

Tedeschi highlighted that the partnership will help firms deliver highly personalized portfolios while providing advisors with a platform that makes sophisticated portfolio management more scalable.

This strategic partnership represents another step in BetaNXT's ongoing strategy to provide wealth management firms with an integrated ecosystem of technology and solutions spanning the investment and client lifecycle. By offering advanced portfolio management tools, BetaNXT aims to streamline operations, enhance productivity, strengthen compliance, and reduce enterprise costs, helping clients excel in the digital age.