Pivot Investment Partners

InvestorScreen: DoneContacts: ✅ Done

Description

Pivot Investment Partners is a private investment firm based in New York that focuses on identifying high-potential early growth equity stage companies across financial services and financial technology. Founded in January 2014, Pivot is led by former senior-level operating executives, each of whom built distinguished careers growing and scaling retail and wholesale businesses within large financial institutions, such as Deutsche Bank, Citibank, Capital One, and JPMorgan. Since its inception, Pivot has made investments in 27 technology-enabled companies in six verticals: alternative credit, payments and transaction processing, risk and compliance, wealth management, capital markets, and insurance. Some of our portfolio companies include iCapital Network, BoldPenguin, dv01, Cape Analytics, Cowbell Cyber, and Snapsheet, among others. Visit https://www.pivotinvestment.com/ to learn more.

AI Sector Summary

Pivot Investment Partners focus on early growth equity investments in financial technology and insurance technology across North America and Europe. Key areas include capital markets, wealth management, payments, and risk/compliance software.

Location

New York, New York, United States

Industry

Venture Capital and Private Equity Principals

Investor Type

growth equity

Target Sectors

FinTech, InsurTech, alternative credit, payments, risk and compliance, wealth management, capital markets, insurance technology

Verticals

B2B SaaSBusiness Services

Specialities

Growth Equity, Wholesale Banking, Retail Banking, Insurance, United States, Europe, Canada

Financials

Revenue

EBITDA

Employees

4

Founded

2014

Sectors (from search)

financial_services, software · FinTech, InsurTech, alternative credit, payments and transaction processing, risk and compliance, wealth management, capital markets, insurance technology

Classify Status

Done

Prospects

3 people
NameTitleEmailChannelsStatus
PartnerPrincipal/Partner (implied)
akbar.poonawala@pivotinvestment.comvalid
LI
PartnerPrincipal/Partner (implied)
dinkar.jetley@pivotinvestment.comvalid
PartnerPrincipal/Partner (implied)

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 7072Airtable: recqurTDe8oW1x55XCreated: 10/04/2026