Pivot Investment Partners
Venture capitalNew York · Late Stage · 6 people tracked
Also known as PIVOT INVESTMENT PARTNERS, LLC
Find your way into Pivot Investment Partners
2,443 people in our graph share verified history with the Pivot Investment Partners team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Pivot Investment Partners focuses on the FinTech sector, viewing disruption in financial services as an opportunity for both new competitors and enablers of mainstream financial institutions. The firm emphasizes a discerning, domain-expertise-driven approach, contrasting itself with momentum-based investors and trend followers. Its operating experience informs decisions by evaluating scalability potential, sustainability across business cycles, customer buying behaviors, and company leadership. Areas of focus include financial plumbing and infrastructure, B2B payments, capital markets technology, and digital wealth and advisor technology.
Source: firm website, verified Sep 1, 2026.
Team · 6 people
from the firm's website & curatedFounder mafia
2 people who came through Pivot Investment Partners went on to found or lead other companies.
What they invest in
from 4 of 6 portfolio companiesFintech ×4SaaS ×3AI & Machine Learning ×2Data & Infrastructure ×2Enterprise Software ×1InsurTech ×1Marketing Tech ×1
HQs:United States×5Canada×1
Investments · 6 tracked
founders shown can be your intro pathBy year:2025 · 12019 · 12017 · 12015 · 14 dated
Earnest Analytics works with data partners to turn raw data into analytics and insights for business and investment professionals.
AI & Machine LearningData & InfrastructureFintechMarketing TechSaaSNew York City, US
Kevin Carson(Founder & CEO)in
Co-investorsBonfire VenturesFf Venture CapitalPeak PartnersOsage Venture Partners
dv01 is a data-first company that aggregates loan-level data and builds analytical tools for the structured finance and structured products market.
Data & InfrastructureFintechSaaSNew York, US
Perry Rahbar(Executive Officer, Director)inIlan Stern(Director)Brian McGrath(Director)
Board seatDinkar Jetley· per SEC Form D
Co-investorsClocktower VenturesIlluminate FinancialRecharge Thematic Ventures Management Llc
New York, US
Daniel Vene(Executive Officer, Director)Nicholas Veronis(Executive Officer, Director)Lawrence Calcano(Executive Officer, Director)
BoardJohn Robertshaw(Director)Philip Pool(Director)Brian Levine(Director)
Board seatDinkar Jetley· per SEC Form D · $12.6M raise · filed Dec 2017
Co-investorsT. Rowe PriceUBS
Austin, US
Michael Cook(Executive Officer, Director, Promoter)
BoardAlex Acree(Director)Stuart Larkins(Director)Norman Willox(Director)
Board seatLarry Klane· per SEC Form D · $7.2M raise · filed Sep 2015
Co-investorsChicago VenturesKGC Capital
OneVest provides an AI-native operating system platform for wealth management that integrates fragmented legacy systems, enabling financial firms to operate with greater speed, control, and scale.
AI & Machine LearningEnterprise SoftwareFintechToronto, CA
Jakob Pizzera(Founder)inAmar Ahluwalia(Chief Executive Officer)in
Co-investorsAAF Management Ltd.Harvest Venture PartnersLuge CapitalNAventuresOMERS VenturesPanache Ventures+5 more
Snapsheet builds claims-management technology for property and casualty insurance carriers, offering photo-based estimating, appraisals, digital payments, and a complete claims processing system.
FintechInsurTechSaaS
Brad Weisberg(Founder)inCJ Przybylin
Co-investors500 GlobalActivant CapitalCommerce VenturesF-Prime CapitalIA Capital GroupLightbank+5 more
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Portfolio news
latest coverage across their companiesFrequently asked questions
- What stage does Pivot Investment Partners invest at?
- Pivot Investment Partners invests at the Late Stage stage.
- What sectors does Pivot Investment Partners focus on?
- Pivot Investment Partners focuses on Fintech.
- Where is Pivot Investment Partners located?
- Pivot Investment Partners is headquartered in New York, US.
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