When was Pivot Investment Partners founded?

Pivot Investment Partners was founded in 2014.

Where is Pivot Investment Partners headquartered?

Pivot Investment Partners is headquartered in New York, NY.

How many investments has Pivot Investment Partners made?

Pivot Investment Partners has made 61 investments.

What has Pivot Investment Partners invested in?

Pivot Investment Partners has made numerous investments in companies like OneVest , Parallel Markets , and Docyt within the Financial Software industry.

What has Pivot Investment Partners invested in recently?

Pivot Investment Partners's latest investment was on 21-Jan-2025 in OneVest , a company within the Financial Software industry.

Pivot Investment Partners investment portfolio

Pivot Investment Partners Overview

Investor Type

Growth/Expansion

Status

Active

Professionals

3

Investments

61

Portfolio

16

Exits

17

Pivot Investment Partners General Information

Company Description

Founded in 2014, Pivot Investment Partners is a growth equity firm based in New York, New York. The firm prefers to invest in technology companies innovating at the nexus of enterprise software and wholesale finance across the US, Canada, and the UK. The firm typically invests as a lead or co-lead in the Series B and Series C stages, applying the shared operating experience of its senior partnership to enable portfolio companies to reach scale. Since its founding, it has backed 32 companies with 16 exits, focusing on opportunities in capital markets, digital wealth management, B2B payments, alternative credit, insurance, and infrastructure.

Business Details

Website

www.pivotinvestment.com

Year Founded

2014

Investor Status

Actively Seeking New Investments

Primary Investor Type

Growth/Expansion

Other Investor Types

Fundless Sponsor

Venture Capital

Corporate Office

250 Vesey Street
Suite 2601
New York, NY 10281
United States

+1 (646)

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Pivot Investment Partners Investments (61)

Pivot Investment Partners’s most recent investment was a with OneVest for . The deal was made on 21-Jan-2025.

Company Name	Deal Date	Deal Type	Industry	Company Stage
OneVest	21-Jan-2025		Financial Software	Generating Revenue
Parallel Markets	16-Jan-2025		Financial Software	Generating Revenue
Docyt	03-Dec-2024		Financial Software	Generating Revenue
Finbourne	10-Sep-2024		Financial Software	Generating Revenue
Volante Technologies	07-Nov-2023	PE Growth/Expansion	Financial Software	Generating Revenue

You’re viewing 5 of 61 investments. Get the full list »

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Pivot Investment Partners Exits (17)

Pivot Investment Partners has made a total of 17 exits. Its latest exit was from Earnest Analytics on 14-Apr-2025. The exit was categorized as .

Company Name	Exit Date	Exit Type
Earnest Analytics	14-Apr-2025
Cape Analytics	23-Jan-2025
Market Realist	01-Nov-2022
dv01	01-Sep-2022
College Avenue Student Loans	03-Aug-2022	Buyout/LBO

You’re viewing 5 of 17 exits. Get the full list »

Pivot Investment Partners Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

PitchBook’s data visualizations quickly surface an investor’s historical investments—showing a breakdown of activity by industry, year and region.