Performativ, a Copenhagen-based wealth management software company, has raised $14 million in a Series A round led by Deutsche Börse Group, with participation from Rabo Investments, Jacob Dahl, FinTech Collective, and EIFO. The transaction is expected to close shortly, subject to standard closing conditions.
Founded in 2020, Performativ develops a cloud-native operating system for wealth management that brings together portfolio management, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading in a single platform. The company also uses embedded AI agents to automate manual workflows across the industry.
The new funding will support Performativ’s expansion across Europe, with a particular focus on growing its enterprise business and serving private banks and larger financial institutions. The round also signals continued investor interest in infrastructure providers building modern front-to-back systems for wealth managers as firms look to replace fragmented legacy technology.
Founded in 2020, Performativ develops a cloud-native operating system for wealth management that brings together portfolio management, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading in a single platform. The company also uses embedded AI agents to automate manual workflows across the industry.
The new funding will support Performativ’s expansion across Europe, with a particular focus on growing its enterprise business and serving private banks and larger financial institutions. The round also signals continued investor interest in infrastructure providers building modern front-to-back systems for wealth managers as firms look to replace fragmented legacy technology.