Reimagining investment management for the modern era
Pivolt builds AI-native software that automates the entire wealth lifecycle — onboarding, portfolios, planning, trading, reporting and billing. From our headquarters, we serve managers across four continents.
Wealth management runs on fragmented tools and manual work. We believe managers should spend their time on clients and decisions — not reconciliation and rekeying. So we built one platform that does the rest.
Two hubs, one global platform
36-42 Donnybrook Road, Units 2-4, First Floor
Rua México, nº 90, 510 a 513, Centro, Rio de Janeiro / RJ
The team behind Pivolt
Product, technology and operations leaders building the future of wealth management.
Advisory
A software executive with over three decades building and scaling enterprise platforms — including leadership at BRITech and a Harvard Business School education — Yuryi brings an independent perspective on strategy, governance and long-term direction to Pivolt's board.
Building stronger solutions together
We collaborate with industry-leading partners to extend the platform and deliver unmatched value to our clients.
Scalable, flexible software tailored to the Brazilian investment and wealth management market.
Trusted partner for financial data aggregation, with seamless integration across custodians and institutions.
Leverages Pivolt as a white-label solution to deliver tailored client experiences across Scandinavia.
Management information solutions for professional organizations across back, middle and front office.
Handles multi-entity ledgers and bookkeeping logic across jurisdictions for complex accounting structures.
Enterprise-grade by default
Your clients' data is protected by a security program built for institutional standards.
Azure infrastructure
Hosted on Microsoft Azure with fault-tolerant, attack-resilient, high-availability data centers.
Encryption in transit
SSL digital certificates encrypt all sensitive data, including usernames and passwords.
11,000+ vulnerability tests
Continuous vulnerability testing and penetration testing across applications.
Controlled access
Strong password policies, advanced authentication and tightly restricted production access.
Auditing & monitoring
Detailed logs for auditing and monitoring of customer assets, in a firewall-protected environment.
Backups & recovery
Secure storage, frequent database backups and robust recovery plans safeguard client data.
Let's build the future of wealth management
Whether you're a manager, an advisor or a potential partner, we'd love to talk.