Pivot Investment Partners Ties-Up with Alexandria Capital to Provide Access to FinTech Investment Opportunities to its HNW Clients
NEW YORK, Sept. 24, 2018 /PRNewswire/ -- Pivot Investment Partners announced a strategic tie-up with Alexandria Capital to provide its Family Office and High Net Worth clients with access to early growth equity investments in transformative financial technology (FinTech) and financial services companies. Pivot was started in 2014 by CEO-level operating executives who had grown technology-enabled financial services businesses for global financial institutions, with a view to identifying promising growth investment opportunities across FinTech. Pivot's offering will allow Alexandria Capital to provide a broader array of select investment opportunities to its clients with higher return potential and benefits of portfolio diversification.
Pivot and Alexandria Capital partnered on a recent growth investment round led by Pivot in Bold Penguin, an InsurTech innovator transforming business in the commercial property and casualty segment for small and medium-sized businesses.
Steven Park, Principal of Alexandria Capital commented, "Alexandria Capital is pleased to work with Pivot Investment Partners to introduce these select alternative investment opportunities to our High Net Worth and Family Office clients. We see Alternative Investments as an important part of our client's portfolio mix and look forward to introducing additional institutional opportunities through our ACAP Alternatives Solutions Fund which is scheduled to close later in 2018."
"Pivot is pleased to partner with Alexandria Capital; with its focus on providing customized, high quality investment advice to its Institutional, Family Office, and High Net Worth clients, there is a good match between our firms," said Akbar Poonawala, Co-Founder of Pivot Investment Partners.
About Pivot Investment Partners
Pivot Investment Partners LLC is a team of CEO-level operating executives who have grown and transformed financial services businesses around the world. The firm works closely with a select set of high-potential financial services, FinTech, and InsurTech companies, investing operating expertise and capital in their success and accelerated growth. More information is available at www.pivotinvestment.com.
Contact: Akbar Poonawala, [email protected], 646-681-3718
About Alexandria Capital
Alexandria Capital (ACAP) is a professional investment and wealth advisory firm providing customized investment solutions and personalized "high touch" planning guidance to its Institutional and High Net Worth and Family Office clients. Since 1987, ACAP has grown in size and scope to provide its clients a comprehensive array of exceptional wealth management services backed by a team of experienced portfolio analysts, managers, tax and wealth planning specialists. For more details, please visit www.alexandriacapital.com.
SOURCE Pivot Investment Partners, LLC
Share this article