Pivolt

Over Pivolt

At Pivolt, we unify the core workflows of wealth managers, family offices, and fund managers into one seamless operating system—covering CRM & onboarding, portfolio oversight, billing, trading & rebalancing, reporting, AI-powered analytics, and financial planning.

Firms across the globe use Pivolt to • eliminate operational fragmentation • gain full visibility across complex, multi-entity structures • deliver timely, precision reporting • streamline investment operations • elevate the client experience with a modern, branded environment

Our platform empowers teams worldwide to modernize their operations without enterprise-software complexity—bringing every core workflow into a single, coherent flow.

Follow us for weekly insights on reporting innovation, investment operations, client experience design, and the future of wealth-tech.

Trefwoorden

• Client Portal
• Financial Advisors
• Financial Software
• Investment Advisors
• Portfolio Management System

Adres

• Hoofdkantoor

  36-42 Donnybrook RdDublinIerland

Team per functiegebied

Gebaseerd op 2 openbare functieprofielen, stand van 3 september 2026.

• Founder / Owner1
• Operations1