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 three 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 inception, Pivot has made investments in 25 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, AvidXchange, dv01, Earnest Research, and Snapsheet, among others. Visit https://www.pivotinvestment.com/ to learn more.
Location: United States, New York
Employees: 1-10
Founded date: 2014
Investment Type: Venture Capital
Investment Stage: Series A; Series B; Series C; Series D; Series E; Series F; Series G; Series H
Portfolio 27
| Date | Name | Website | Total Raised | Location |
| 10.06.2026 | Capsa AI | capsa.ai | $20.24M | United Kin... |
| 13.06.2023 | OneVest | onevest.com | $44M | Canada, Al... |
| 28.12.2021 | iCapital | icapitalnetwork.com | $1.47B | United Sta... |
| 07.11.2021 | H2O.ai | h2o.ai | $332.5M | United Sta... |
| 14.07.2021 | CAPE Analy... | capeanalytics.com | $75M | United Sta... |
| 30.01.2019 | dv01 | dv01.co | $34M | United Sta... |
| 03.11.2016 | Droit | droit.tech | $39M | United Sta... |
| - | OpenFin | openfin.co | $79M | United Sta... |
| - | Gusto | gusto.com | $565.05M | United Sta... |
| - | Ethoca | ethoca.com | $45M | United Kin... |
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Mentions in press and media 11
| Date | Title | Description |
| 15.06.2026 | Private Capital AI Leader Capsa AI Raises $18M Series A for Global Expansion | Capsa AI, a leader in financial technology, secured $18 million in Series A funding. This significant round boosts the company's total investment to $20 million. The capital injection targets ambitious growth. It will accelerate the firm's ... |
| 11.06.2026 | Capsa AI Raises $18 Million Series A To Build AI Operating System For Private Capital Firms | Capsa AI announced that it has raised $18 million in Series A funding. The round was co-led by TX Ventures and Pivot Investment Partners, with participation from Bek Ventures and continued support from existing investors Outward VC, Antler,... |
| 10.06.2026 | Capsa AI Raises $18M in Series A Funding | Capsa AI, a London, UK and New York City-based developer of an AI operating system for private capital, raised $18M in Series A funding. The round was co-led by TX Ventures and Pivot Investment Partners, with participation from Bek Ventures... |
| 10.06.2026 | Capsa AI raises $18M to expand its AI platform for private capital | CapsaAI, the startup building an AI operating system for private capital, has raised $18 million in a Series A round co-led by TX Ventures and Pivot Investment Partners, with significant participation from Bek Ventures. Existing investors, ... |
| 06.08.2025 | Docyt Sets New Standard for AI-Powered Accounting with Launch of High Precision Accounting Intelligence (HpAI), Purpose-Built AI for Accounting Automation | New AI Architecture and Agentic AI Model Framework is Trained on 128 Billion Accounting Data Points to Ensure Accuracy, Speed, and Audit-Readiness MOUNTAIN VIEW, Calif.–(BUSINESS WIRE)–August 6, 2025– Docyt, the leader in AI-powered account... |
| 01.05.2024 | Finastra selects OpenFin to unlock advanced user experiences, enhanced productivity and tailored workflows for Kondor customers | Banks can accelerate their treasury transformation by seamlessly interacting with Finastra's trading and risk management tools, and fintech partner ecosystem, via a web browser or desktop app LONDON, May 1, 2024 /PRNewswire/ -- Finastra, a ... |
| 07.11.2021 | H2O.ai, Inc. announced that it has received $100 million in funding from Commonwealth Bank of Australia, Goldman Sachs Asset Management, L.P., Pivot Investment Partners LLC, Crane Venture Partners LLP... | H2O.ai, Inc. announced that it has received $100 million in a round of funding led by returning investor Commonwealth Bank of Australia on November 7, 2021. The transaction included participation from returning investors Goldman Sachs Asset... |
| 16.05.2019 | OpenFin raises $17 million for its OS for finance | OpenFin, the company looking to provide the operating system for the financial services industry, has raised $17 million in funding through a Series C round led by Wells Fargo, with participation from Barclays and existing investors includi... |
| 28.11.2016 | AvidXchange Closes Strategic Investment Round | AvidXchange™, leading FinTech provider of Accounts Payable and Payment Automation, announced today that it has added another set of strategic Investors in its recent $18 million strategic investment round. This investment was led by Fifth T... |
| 02.11.2016 | Fintech startup Droit closes $16m Series A from banking majors for Asia push | Premium Goldman Sachs, Pivot Investment Partners and Wells Fargo are leading a $16 million investment in Droit Financial Technologies, with participation from DRW, a principal trading firm in a Series A minority investment, the company anno... |
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