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- Pave Finance Vs. Fierce Finance
Pave Finance vs Fierce Finance Usage & Stats
Welcome to Pave, a wealth management platform that fits in your pocket. Our technology used to manage billions for the wealthy and required a minimum investment of $50M (1). Now it is available to anyone with a smartphone and $50 to invest.
Pave is for anyone determined to invest in their future and maximize their present. Take control of your finances and invest in a way that is:
• Bespoke: Tailor your portfolio to your values & preferences. Exclude sectors, industries, & stocks you don’t want to invest in and optimize around assets you already own, all while investing according to your risk tolerance.
• Active: Pave monitors market conditions and periodically makes buy and sell updates to your portfolio. Markets evolve, and so should your investments.
• Effortless: Automate trading and recurring deposits to grow your wealth without sacrificing your time. With Pave, your passions can be your primary pursuit.
Welcome to the next generation of investing!
Feel free to contact us anytime at support@pavefinance.com
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Important Disclosures:
1. Pave’s software and asset scoring system was created by Mr. Stephen Evans. Mr. Evans further developed the software while at US Trust where he managed separate accounts in the World Thematic Alpha Portfolio (“WTAP”). The WTAP separate managed portfolios required hundreds of thousands of dollars in an account to receive the model portfolio. Additionally, Mr. Evans provided customized portfolios using the software for accounts that had anywhere from $50 million to $100 million depending on the strategy. There were less than 30 customized accounts managed by Mr. Evans. This same customization is what Pave is now providing to clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Please see our privacy policy at https://www.pavefinance.com/s/Privacy-Policy.
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA (https://www.finra.org/#/) and SIPC (https://www.sipc.org/). You can review Pave Securities LLC with FINRA’s BrokerCheck (https://brokercheck.finra.org/).
Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.
Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
Please see ADV Part 2A at https://pavefinance.com/s/ADV-Part-2A and Form CRS at https://pavefinance.com/s/Form-CRS.
For Additional Information and Important Disclosures please go to https://pavefinance.com/s/Important-Disclosures.
Privacy Policy & Terms of Service:
https://www.pavefinance.com/legal
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BANKING + INVESTING + BUDGETING | Details Below
GIVE YOUR CASH A BOOST
• Earn 4.50% APY* with the Fierce Checking Account, FDIC-insured*.
• No Fees, or Lockups. Get started with a $500 deposit.
• Complimentary Debit Card w/ 55k+ no-fee ATMs.***
YOUR STOCKS & CRYPTO — TOGETHER
• Earn yield on your stock.**
• Trade stocks, ETFs, & crypto.
• No management fees.
UNLOCK YOUR FULL FINANCIAL PICTURE
• See all your finances, all in one place.
• Spending Budgets & Savings Goals
• Never miss another bill
WE'RE HERE FOR YOU
• Live Support: phone, email, or live chat.
The Fierce Platform is owned & operated by Fierce Technology, Inc., a technology services provider that connects users to third-party banking services, brokerage services, cryptocurrency services, & other financial services. Fierce Technology, Inc. is not a legal advisor, tax advisor, bank, broker, or financial planner.
* Banking services provided by Cross River Bank, Member FDIC. Fierce Cash is a tiered, interest-earning variable rate FDIC-insured account. Annual Percentage Yield (“APY”) is variable & subject to change. No minimum balance required.
** Brokerage services provided by FIN2, LLC. FIN2, LLC is a registered broker dealer, member of FINRA & SIPC. All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee of future performance. You should consult a qualified, licensed advisor before engaging in any transaction. APY for Fierce Stock is variable & subject to change at any time without notice. APY for Fierce Stock may vary based on security type & availability.
Brokerage Products: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
*** Fierce Debit Cards issued by Cross River Bank, member FDIC, pursuant to a license from Mastercard International Incorporated. Fee-free withdrawals at over 55,000+ Allpoint® ATM locations.
**The Trading Bonus offer is only available to customers that meet all current account opening requirements & have not previously purchased stock or crypto on Fierce.
To qualify for the Trading Bonus, you are required to have a Fierce account in good standing. The customer must initiate cumulative new stock or crypto orders, according to the Trading Bonus table below, between the time the offer is received & 11:59 pm ET on December 31st 2024. The cumulative value or greater must remain in your Fierce Stock or Fierce Crypto account for a minimum of 30 days. The Trading Bonus will be credited directly to your Fierce Cash account at the end of the following month. Accounts must be kept open for 90 days from the time of qualifying. Normal account service charges & miscellaneous charges may apply to the Fierce account, which may reduce earnings. Limited to 1 Stock Trading Bonus payment per customer & 1 Crypto Trading Bonus payment per customer, or a total of $20 in bonus payment per customer.
Trading Bonus:
$10 cash bonus for stock purchases equalling $10 or greater.
$10 cash bonus for crypto purchases equalling $10 or greater.
For tax purposes, the value of the bonus will be reported to the IRS on Form 1099-INT. Fierce reserves the right to limit an individual to one account-related gift incentive per rolling 12-month period. Accounts closed at or prior to the time of bonus payment are not eligible. Offer is subject to cancellation without notice. Fierce is not responsible for, & will not honor, promotional offers that appear on third-party websites that are not authorized by Fierce.
Fierce Technology Inc., 14 Wall Street, 20th FL, New York, NY 10005
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Pave Finance VS.
Fierce Finance
December 15, 2024