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Pivot Investment Partners

About
Team
Companies
Press
2025
2024
2023
2022
2021
2020
2019
2018
LP Portal
Connect With Us
Enterprise Browser of the Year is Here®

Enterprise Browser of the Year is Here®

May 19, 2025

Press Releases iCapital® will Acquire Citi Wealth’s Alternative Investments Feeder Platform

Press Releases iCapital® will Acquire Citi Wealth’s Alternative Investments Feeder Platform

May 13, 2025

Here® Supercharges Enterprise AI

Here® Supercharges Enterprise AI

April 30, 2025

Consumer Edge to Acquire Earnest Analytics, Marking a New Era of Innovation in the Alternative Data Space

Consumer Edge to Acquire Earnest Analytics, Marking a New Era of Innovation in the Alternative Data Space

April 14, 2025

Traydstream Welcomes Cathal O’Hara as Chief Revenue Officer

Traydstream Welcomes Cathal O’Hara as Chief Revenue Officer

Apri 4, 2025

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

March 10, 2025

Earnest Analytics Launches New Medical Claims Dataset, Hydrus

Earnest Analytics Launches New Medical Claims Dataset, Hydrus

February 10, 2025

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

February 5, 2025

OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

January 29, 2025

iCapital® to Acquire Parallel Markets to Streamline Digital Identity, Investment Onboarding, and Compliance Verification

iCapital® to Acquire Parallel Markets to Streamline Digital Identity, Investment Onboarding, and Compliance Verification

January 16, 2025

Droit Strengthens Leadership with Chief Strategy Officer

Droit Strengthens Leadership with Chief Strategy Officer

January 15, 2025

Moody’s to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models

Moody’s to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models

January 13, 2025

H2O.ai Generative and Predictive AI Now Validated on the Dell AI Factory with NVIDIA

H2O.ai Generative and Predictive AI Now Validated on the Dell AI Factory with NVIDIA

November 21, 2024

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

November 18, 2024

iCapital Seals Deal to Scoop Up AltExchange

iCapital Seals Deal to Scoop Up AltExchange

October 30, 2024

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

October 21, 2024

Trovata Works with Swift to Modernize Global Multibank Connectivity

Trovata Works with Swift to Modernize Global Multibank Connectivity

October 16, 2024

Cowbell Extends Cyber and Tech E&O Offerings to Companies up to $1B in Annual Revenue in the US

Cowbell Extends Cyber and Tech E&O Offerings to Companies up to $1B in Annual Revenue in the US

September 17, 2024

Cowbell Ranks No. 13 on the 2024 Inc. 5000 List, Earning the No.1 Rank in Insurance

Cowbell Ranks No. 13 on the 2024 Inc. 5000 List, Earning the No.1 Rank in Insurance

August 13, 2024

Highland Europe and AXA Venture Partners (AVP) Invest £55m in FINBOURNE Technology to Drive Global Expansion

Highland Europe and AXA Venture Partners (AVP) Invest £55m in FINBOURNE Technology to Drive Global Expansion

July 6, 2024

Cowbell Secures $60 million Series C Funding from Zurich Insurance Group to Scale Up Operations and Advance Global SME Cyber Adoption

Cowbell Secures $60 million Series C Funding from Zurich Insurance Group to Scale Up Operations and Advance Global SME Cyber Adoption

July 26, 2024

Trovata and State Street’s Fund Connect Integrate to Streamline Corporate Investing

Trovata and State Street’s Fund Connect Integrate to Streamline Corporate Investing

July 25, 2024

Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments

Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments

June 26, 2024

CAPE Analytics and Vexcel Enter Strategic Imagery Partnership to Enhance CAPE’s AI-Powered Property Intelligence Products

CAPE Analytics and Vexcel Enter Strategic Imagery Partnership to Enhance CAPE’s AI-Powered Property Intelligence Products

June 18, 2024

Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions

Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions

June 7, 2024

Introducing Here™: The Enterprise Browser for Productivity

Introducing Here™: The Enterprise Browser for Productivity

June 5, 2024

OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios

OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios

June 4, 2024

OneVest Announces a Strategic Collaboration with BlackRock to Modernize Model Portfolio Delivery

OneVest Announces a Strategic Collaboration with BlackRock to Modernize Model Portfolio Delivery

May 29, 2024

Finastra Selects OpenFin to Unlock Advanced User Experiences for Kondor Customers

Finastra Selects OpenFin to Unlock Advanced User Experiences for Kondor Customers

May 1, 2024

Finbourne and Droit Set to Partner on End-to-End Position Reporting Solution

Finbourne and Droit Set to Partner on End-to-End Position Reporting Solution

Aprl 30, 2024

Cowbell Introduces Prime Tech with Cowbell Co-Pilot, a Generative AI Solution to Optimize Underwriting Workflows

Cowbell Introduces Prime Tech with Cowbell Co-Pilot, a Generative AI Solution to Optimize Underwriting Workflows

April 23, 2024

iCapital to Acquire Mirador, a Leading Financial Technology Provider of Consolidated Reporting and Data Management

iCapital to Acquire Mirador, a Leading Financial Technology Provider of Consolidated Reporting and Data Management

April 2, 2024

OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

March 14, 2024

OpenFin Wins ‘Best Enterprise Environment for Interoperability’ at The TradingTech Insight Awards - Europe 2024

OpenFin Wins ‘Best Enterprise Environment for Interoperability’ at The TradingTech Insight Awards - Europe 2024

February 29, 2024

OpenFin Announces OpenFin for Salesforce on Salesforce AppExchange

OpenFin Announces OpenFin for Salesforce on Salesforce AppExchange

January 23, 2024

Morningstar To Use iCapital to Help Advisors Access Alternatives

Morningstar To Use iCapital to Help Advisors Access Alternatives

January 17, 2024

Cowbell Extends Cyber Insurance Coverage to UK Mid-Market Businesses

Cowbell Extends Cyber Insurance Coverage to UK Mid-Market Businesses

January 8, 2024

Trovata Brings Next-Generation Banking for National Australia Bank

Trovata Brings Next-Generation Banking for National Australia Bank

December 7, 2023

Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions

Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions

December 4, 2023

Trovata and Jiko Partner to Empower Corporate Treasurers with Insightful Investment into Short-Term US Treasury Bills

Trovata and Jiko Partner to Empower Corporate Treasurers with Insightful Investment into Short-Term US Treasury Bills

November 30, 2023

Cowbell Partners with Microsoft and Ingram Micro Inc. to Provide Enhanced Policyholder Security and Reduce Cyber Risk

Cowbell Partners with Microsoft and Ingram Micro Inc. to Provide Enhanced Policyholder Security and Reduce Cyber Risk

November 29, 2023

Earnest Analytics Launches Second Pharmacy Claims Dataset Phoenix

Earnest Analytics Launches Second Pharmacy Claims Dataset Phoenix

November 15, 2023

Droit and KOR Partnership Delivers Global Reporting Platform with Leading Consensus Eligibility Service

Droit and KOR Partnership Delivers Global Reporting Platform with Leading Consensus Eligibility Service

November 15, 2023

Truist Partners with Trovata to Provide Clients Automated Cash Forecasting

Truist Partners with Trovata to Provide Clients Automated Cash Forecasting

October 24, 2023

Cowbell Continues Rapid Growth in 2023, Increasing its New Customer Base 49% Year-Over-Year

Cowbell Continues Rapid Growth in 2023, Increasing its New Customer Base 49% Year-Over-Year

November 1, 2023

Snapsheet and Foundation AI Partner to Launch Digital Mailroom Revolutionizing Claims Document Management

Snapsheet and Foundation AI Partner to Launch Digital Mailroom Revolutionizing Claims Document Management

October 25, 2023

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

October 17, 2023

Sophos Announces First U.K. Cyber Insurance Partnership with Cowbell

Sophos Announces First U.K. Cyber Insurance Partnership with Cowbell

October 17, 2023

Earnest Analytics Announces Hire of New CRO, Alyssa Lewis

Earnest Analytics Announces Hire of New CRO, Alyssa Lewis

October 16, 2023

NAB Partners with Trovata on Next-Gen Cash Management Solution

NAB Partners with Trovata on Next-Gen Cash Management Solution

October 5, 2023

Standard Bank Renews Contract and Expands Traydstream’s Presence Across Africa

Standard Bank Renews Contract and Expands Traydstream’s Presence Across Africa

September 26, 2023

Endoxa, a Consortium of Five Global Banks, Launches Position Reporting Utility Supported by Droit

Endoxa, a Consortium of Five Global Banks, Launches Position Reporting Utility Supported by Droit

September 25, 2023

Traydstream Secures $21 Million in Series B Funding

Traydstream Secures $21 Million in Series B Funding

September 21, 2023

Cowbell Continues Rapid UK Expansion With Launch of Adaptive Cyber Insurance Programme

Cowbell Continues Rapid UK Expansion With Launch of Adaptive Cyber Insurance Programme

September 6, 2023

Earnest Analytics Named Snowflake Retail and Consumer Goods Marketplace Partner of the Year

Earnest Analytics Named Snowflake Retail and Consumer Goods Marketplace Partner of the Year

August 15, 2023

Earnest Analytics Releases Machine Learning Revenue Forecasting Algorithm

Earnest Analytics Releases Machine Learning Revenue Forecasting Algorithm

August 1, 2023

Cowbell Joins AWS Cyber Insurance Partner Initiative

Cowbell Joins AWS Cyber Insurance Partner Initiative

July 26, 2023

Snapsheet Secures Strategic Investment from State Farm Ventures®, Fueling Digital Innovation in Claims

Snapsheet Secures Strategic Investment from State Farm Ventures®, Fueling Digital Innovation in Claims

July 18, 2023

Earnest Analytics Launches Enhanced Transaction Data Panel Called Vela Velorum

Earnest Analytics Launches Enhanced Transaction Data Panel Called Vela Velorum

July 5, 2023

Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience for Corporate and Commercial Businesses

Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience for Corporate and Commercial Businesses

June 27, 2023

OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions

OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions

June 13, 2023

EY Announces Jack Kudale of Cowbell as an Entrepreneur Of The Year® 2023 Bay Area Award Winner

EY Announces Jack Kudale of Cowbell as an Entrepreneur Of The Year® 2023 Bay Area Award Winner

June 12, 2023

Trovata Moves Upmarket with Multibank API Integration Available to SAP and Oracle Customers

Trovata Moves Upmarket with Multibank API Integration Available to SAP and Oracle Customers

June 8, 2023

Cowbell and Skyward Speciality Enter Strategic Partnership to Expand Cyber and Tech E&O Coverage

Cowbell and Skyward Speciality Enter Strategic Partnership to Expand Cyber and Tech E&O Coverage

May 31, 2023

OpenFin’s Attack on the ‘Toggle Tax’ in Financial Apps Secures it a $35M Series D Round

OpenFin’s Attack on the ‘Toggle Tax’ in Financial Apps Secures it a $35M Series D Round

May 23, 2023

Trovata Launches First Generative AI Finance & Treasury Tool

Trovata Launches First Generative AI Finance & Treasury Tool

May 3, 2023

Cowbell Introduces MooGPT™ powered by Generative AI and Proprietary Data

Cowbell Introduces MooGPT™ powered by Generative AI and Proprietary Data

April 17, 2023

Cowbell Appoints Cyber Insurance Expert Simon Hughes to Spearhead UK Operations

Cowbell Appoints Cyber Insurance Expert Simon Hughes to Spearhead UK Operations

April 4, 2023

OpenFin Adds Real-Time News Coverage from Dow Jones to Its Workspace Platform

OpenFin Adds Real-Time News Coverage from Dow Jones to Its Workspace Platform

March 29, 2023

CAPE Analytics Announces Partnership with Google Cloud to Scale Property Risk Management and Valuation Capabilities

CAPE Analytics Announces Partnership with Google Cloud to Scale Property Risk Management and Valuation Capabilities

March 22, 2023

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

March 7, 2023

EMIR Refit is the Tip of the Iceberg

EMIR Refit is the Tip of the Iceberg

March 3, 2023

Cowbell 365 Elevates Policyholder Experience with Cyber Claims Handling and Risk Mitigation

Cowbell 365 Elevates Policyholder Experience with Cyber Claims Handling and Risk Mitigation

February 28, 2023

Earnest Analytics Launches New Foot Traffic Data Set

Earnest Analytics Launches New Foot Traffic Data Set

February 16, 2023

Snapsheet Sets New Claims Standards with 2022 Results

Snapsheet Sets New Claims Standards with 2022 Results

January 31, 2023

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Previous Next
Enterprise Browser of the Year is Here®
Press Releases iCapital® will Acquire Citi Wealth’s Alternative Investments Feeder Platform
Here® Supercharges Enterprise AI
Consumer Edge to Acquire Earnest Analytics, Marking a New Era of Innovation in the Alternative Data Space
Traydstream Welcomes Cathal O’Hara as Chief Revenue Officer
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
Earnest Analytics Launches New Medical Claims Dataset, Hydrus
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management
iCapital® to Acquire Parallel Markets to Streamline Digital Identity, Investment Onboarding, and Compliance Verification
Droit Strengthens Leadership with Chief Strategy Officer
Moody’s to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models
H2O.ai Generative and Predictive AI Now Validated on the Dell AI Factory with NVIDIA
Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience
iCapital Seals Deal to Scoop Up AltExchange
OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability
Trovata Works with Swift to Modernize Global Multibank Connectivity
Cowbell Extends Cyber and Tech E&O Offerings to Companies up to $1B in Annual Revenue in the US
Cowbell Ranks No. 13 on the 2024 Inc. 5000 List, Earning the No.1 Rank in Insurance
Highland Europe and AXA Venture Partners (AVP) Invest £55m in FINBOURNE Technology to Drive Global Expansion
Cowbell Secures $60 million Series C Funding from Zurich Insurance Group to Scale Up Operations and Advance Global SME Cyber Adoption
Trovata and State Street’s Fund Connect Integrate to Streamline Corporate Investing
Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments
CAPE Analytics and Vexcel Enter Strategic Imagery Partnership to Enhance CAPE’s AI-Powered Property Intelligence Products
Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions
Introducing Here™: The Enterprise Browser for Productivity
OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios
OneVest Announces a Strategic Collaboration with BlackRock to Modernize Model Portfolio Delivery
Finastra Selects OpenFin to Unlock Advanced User Experiences for Kondor Customers
Finbourne and Droit Set to Partner on End-to-End Position Reporting Solution
Cowbell Introduces Prime Tech with Cowbell Co-Pilot, a Generative AI Solution to Optimize Underwriting Workflows
iCapital to Acquire Mirador, a Leading Financial Technology Provider of Consolidated Reporting and Data Management
OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions
OpenFin Wins ‘Best Enterprise Environment for Interoperability’ at The TradingTech Insight Awards - Europe 2024
OpenFin Announces OpenFin for Salesforce on Salesforce AppExchange
Morningstar To Use iCapital to Help Advisors Access Alternatives
Cowbell Extends Cyber Insurance Coverage to UK Mid-Market Businesses
Trovata Brings Next-Generation Banking for National Australia Bank
Citi Collaborates With Traydstream To Streamline Document Services For Faster And More Effective Client Solutions
Trovata and Jiko Partner to Empower Corporate Treasurers with Insightful Investment into Short-Term US Treasury Bills
Cowbell Partners with Microsoft and Ingram Micro Inc. to Provide Enhanced Policyholder Security and Reduce Cyber Risk
Earnest Analytics Launches Second Pharmacy Claims Dataset Phoenix
Droit and KOR Partnership Delivers Global Reporting Platform with Leading Consensus Eligibility Service
Truist Partners with Trovata to Provide Clients Automated Cash Forecasting
Cowbell Continues Rapid Growth in 2023, Increasing its New Customer Base 49% Year-Over-Year
Snapsheet and Foundation AI Partner to Launch Digital Mailroom Revolutionizing Claims Document Management
Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management
Sophos Announces First U.K. Cyber Insurance Partnership with Cowbell
Earnest Analytics Announces Hire of New CRO, Alyssa Lewis
NAB Partners with Trovata on Next-Gen Cash Management Solution
Standard Bank Renews Contract and Expands Traydstream’s Presence Across Africa
Endoxa, a Consortium of Five Global Banks, Launches Position Reporting Utility Supported by Droit
Traydstream Secures $21 Million in Series B Funding
Cowbell Continues Rapid UK Expansion With Launch of Adaptive Cyber Insurance Programme
Earnest Analytics Named Snowflake Retail and Consumer Goods Marketplace Partner of the Year
Earnest Analytics Releases Machine Learning Revenue Forecasting Algorithm
Cowbell Joins AWS Cyber Insurance Partner Initiative
Snapsheet Secures Strategic Investment from State Farm Ventures®, Fueling Digital Innovation in Claims
Earnest Analytics Launches Enhanced Transaction Data Panel Called Vela Velorum
Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience for Corporate and Commercial Businesses
OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions
EY Announces Jack Kudale of Cowbell as an Entrepreneur Of The Year® 2023 Bay Area Award Winner
Trovata Moves Upmarket with Multibank API Integration Available to SAP and Oracle Customers
Cowbell and Skyward Speciality Enter Strategic Partnership to Expand Cyber and Tech E&O Coverage
OpenFin’s Attack on the ‘Toggle Tax’ in Financial Apps Secures it a $35M Series D Round
Trovata Launches First Generative AI Finance & Treasury Tool
Cowbell Introduces MooGPT™ powered by Generative AI and Proprietary Data
Cowbell Appoints Cyber Insurance Expert Simon Hughes to Spearhead UK Operations
OpenFin Adds Real-Time News Coverage from Dow Jones to Its Workspace Platform
CAPE Analytics Announces Partnership with Google Cloud to Scale Property Risk Management and Valuation Capabilities
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
EMIR Refit is the Tip of the Iceberg
Cowbell 365 Elevates Policyholder Experience with Cyber Claims Handling and Risk Mitigation
Earnest Analytics Launches New Foot Traffic Data Set
Snapsheet Sets New Claims Standards with 2022 Results
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Lendio_rect-press.jpg
 
 
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