Pivot Investment Partners

Founded in 2014, Pivot Investment Partners is a growth equity firm based in New York. It invests in high-potential financial services and FinTech companies across the US, Canada, and the UK, focusing on enterprise software and wholesale finance. Pivot partners with select companies, providing operational expertise and capital to drive accelerated growth.

Dinkar Jetley

Co-Founder and Managing Partner

Larry Klane

Co-Founder

Akbar Poonawala

Co-Founder and Managing Partner

Past deals in Investment Banking

OneVest

Series B in 2025
OneVest is a fintech company that develops an all-in-one wealth management platform. This platform automates administrative and middle office functions, enabling businesses to expand product capabilities, improve distribution, and streamline operations.

FINBOURNE Technology

Series B in 2024
Founded in 2016, FINBOURNE Technology develops investment management platforms designed to transform and simplify investment data. Its flagship product, LUSID, securely stores a full history of every transaction and adjustment, supporting IBOR, ABOR, tax-lot accounting, valuation, and risk workflows. The company also offers Luminesce, a data virtualization engine for real-time insights.

OneVest

Series A in 2023
OneVest is a fintech company that develops an all-in-one wealth management platform. This platform automates administrative and middle office functions, enabling businesses to expand product capabilities, improve distribution, and streamline operations.

Earnest Research

Series B in 2019
Earnest Research is a data innovation company focused on enhancing the understanding of consumer and business behavior. By collaborating with top-tier data partners, the company converts raw data into valuable insights for business and investment professionals. This transformation enables clients to pose more informed questions, ultimately leading to improved decision-making.

Fenway Summer

Secondary Market in 2016
Founded in 2013, Fenway Summer is a venture capital firm based in Washington D.C. It primarily invests in early-stage fintech and financial services businesses across the United States.

Anthemis Group

Venture Round in 2015
Anthemis Group is an independent investment firm founded in 2010 and headquartered in London. It operates as a multi-stage asset management platform focused on financial services and technology, particularly fintech and insurtech. The firm targets opportunities from pre-seed through growth stages and invests in, grows, and sustains companies across North America and Europe to advance resiliency, transparency, access, and equity in the financial system. By supporting a diverse ecosystem of startups, investors, entrepreneurs, institutions, and researchers, Anthemis aims to accelerate innovation in finance.

Anthemis Group

Venture Round in 2014
Anthemis Group is an independent investment firm founded in 2010 and headquartered in London. It operates as a multi-stage asset management platform focused on financial services and technology, particularly fintech and insurtech. The firm targets opportunities from pre-seed through growth stages and invests in, grows, and sustains companies across North America and Europe to advance resiliency, transparency, access, and equity in the financial system. By supporting a diverse ecosystem of startups, investors, entrepreneurs, institutions, and researchers, Anthemis aims to accelerate innovation in finance.

Fenway Summer

Series A in 2014
Founded in 2013, Fenway Summer is a venture capital firm based in Washington D.C. It primarily invests in early-stage fintech and financial services businesses across the United States.
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