Overview

What they do
Pivot Investment Partners is a team of CEO-level operating executives who have grown and transformed financial services businesses around the world. It shares deep experience in markets where information, technology, and scalable processes are critical drivers of success. It works closely with a select set of high-potential financial services and FinTech companies, investing our operating expertise and capital in their success and accelerated growth. Each of its engagements is tailored to company-specific needs, including access to broader pools of capital. All of its partnerships are underpinned by a shared passion for building distinctive, innovative, and customer-centric businesses.
pivotinvestment.com
What they look for
Disruption to the status quo is generating numerous opportunities for FinTech innovators, not only as new competitors, but also as partners and enablers of mainstream financial institutions. Operating experience guides decision-making with appreciation of scalability, sustainability over business cycles, and customer buying behaviors.
pivotinvestment.com
Stage
Series B+
pivotinvestment.com
Sectors
Fintech, AI
pivotinvestment.com
Based
New York, US
pivotinvestment.com

Sources

2026-09-03pivotinvestment.comWe are an early Growth Equity investment firm focused on transformative financial technology…
2026-09-03pivotinvestment.comSince January 2014, we have partnered with and made investments in 33 companies.
2026-09-03pivotinvestment.comAKBAR POONAWALA, CFA DINKAR JETLEY LARRY KLANE

Portfolio, cheque size and the rest

The 11 companies they have backed that we can see, the cheque they write, and whether they are deploying right now.

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