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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
9
51 to 200 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Top roles at Pivolt
5 distinct titles indexed · top 5 shown.
- 1business manager
- 1co-founder - executive director
- 1engenheiro de software
- 1head of growth
- 1partner & head of support & maintenance
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