Insights

Strategic Market Focus Pivot Investment Partners specializes in early growth equity investments within the financial services and financial technology sectors, presenting opportunities to offer tailored financial products or services to their portfolio companies seeking growth capital or operational support.

Active Portfolio Expansion The firm recently invested in innovative fintech companies like Docyt and Traydstream, indicating an ongoing interest in cutting-edge financial technology solutions, which could open avenues for sales of enterprise software, compliance tools, or financial data analytics.

Collaborative Investment Approach Led by former senior executives from major financial institutions, Pivot values strategic partnerships that can enhance their portfolio's value, making it advantageous to present complementary financial services, consultancy, or operational tools that align with their investment goals.

Tech-Enabled Portfolio Companies With investments in technology-enabled companies such as OpenFin and Cowbell Cyber, there are prospects to engage with innovative cybersecurity, cloud solutions, or SaaS platforms aimed at supporting the digital infrastructure of financial firms and startups.

Growth and Funding Opportunities Given the firm’s participation in recent funding rounds, including Series B investments, there are opportunities to connect with their portfolio companies for scalable solutions related to compliance, payments, risk management, or capital markets infrastructure as these startups expand.

Pivot Investment Partners Tech Stack

Pivot Investment Partners uses 6 technology products and services including Squarespace, Webpack, Google Workspace, and more. Explore Pivot Investment Partners's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Google Workspace
    Email
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting

Pivot Investment Partners's Email Address Formats

Pivot Investment Partners uses at least 1 format(s):
Pivot Investment Partners Email FormatsExamplePercentage
First.Last@pivotinvestment.comJohn.Doe@pivotinvestment.com
100%

Frequently Asked Questions

Where is Pivot Investment Partners's headquarters located?

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Pivot Investment Partners's main headquarters is located at 630 5th Avenue 1963 New York, New York 10111 United States. The company has employees across 1 continents, including North America.

What is Pivot Investment Partners's official website and social media links?

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Pivot Investment Partners's official website is pivotinvestment.com and has social profiles on LinkedIn.

What is Pivot Investment Partners's NAICS code?

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Pivot Investment Partners's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Pivot Investment Partners have currently?

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As of May 2026, Pivot Investment Partners has approximately 4 employees across 1 continents, including North America. Key team members include Co-Founder: L. K.Series A+ B2b Fintech Investor: A. A.: A. G.. Explore Pivot Investment Partners's employee directory with LeadIQ.

What industry does Pivot Investment Partners belong to?

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Pivot Investment Partners operates in the Venture Capital and Private Equity Principals industry.

What technology does Pivot Investment Partners use?

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Pivot Investment Partners's tech stack includes SquarespaceWebpackGoogle WorkspaceModernizrAdobe FontsGoDaddy.

What is Pivot Investment Partners's email format?

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Pivot Investment Partners's email format typically follows the pattern of First.Last@pivotinvestment.com. Find more Pivot Investment Partners email formats with LeadIQ.

When was Pivot Investment Partners founded?

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Pivot Investment Partners was founded in 2014.

Pivot Investment Partners

Venture Capital and Private Equity PrincipalsNew York, United States2-10 Employees

Pivot Investment Partners is a New York-based firm that targets growth-stage opportunities in financial services and financial technology. Founded in January 2014, the company is led by former senior operating executives who built and scaled retail and wholesale businesses within large banks, including Deutsche Bank, Citibank, Capital One, and JPMorgan. The team is small and hands-on in its approach to scaling companies at this stage.

Its activities span six technology-enabled verticals, including alternative credit, payments and transaction processing, risk and compliance, wealth management, capital markets, and insurance. The portfolio includes iCapital Network, BoldPenguin, dv01, Cape Analytics, Cowbell Cyber, and Snapsheet. Based in New York, New York, Pivot maintains a compact team.

Section iconCompany Overview

Headquarters
630 5th Avenue 1963 New York, New York 10111 United States
NAICS Code
52391 - Miscellaneous Intermediation
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Pivot Investment Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pivot Investment Partners's revenue is estimated to be in the range of $1M$10M

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