Press Release
Press Release
Press Contacts: Erik Cummins, Matt Hyams, Taina Rosa, Olivia Thomas
01.29.25
Pillsbury advised Pivot Investment Partners, a late-stage venture and growth equity-focused Fintech investment firm, in its role as a returning investor in the recent $20 million Series B funding round for OneVest, a comprehensive wealth management technology platform.
The funding round was led by Salesforce Ventures with participation from new investors Allianz Life Ventures and TIAA Ventures and returning investors OMERS Ventures, Deloitte Ventures, Fin Capital and Luge Capital, in addition to Pivot.
The investment is expected to further solidify its leadership in the market and expand its reach across the financial services sector, according to an official press release.
To learn more about the transaction, click here.
The Pillsbury deal team was led by Pillsbury’s Emerging Companies & Venture Capital global practice leader Steve Ryan and associate Pranav Gangele.