Performativ is a next-generation operating system for wealth management. It provides a single cloud-native platform that consolidates portfolio management, performance and attribution analysis, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading into one unified operating system. Embedded AI agents automate manual workflows for the wealth management industry.
Investment Rounds
Capital activity and funding progression
Frequently Asked Questions
Where is Performativ located?
Performativ is located in Copenhagen, Denmark.
What industries does Performativ operate in?
Performativ operates in the following industries: wealth management, fintech, enterprise software, artificial intelligence.
When was Performativ founded?
Performativ was founded on 2026-04-28.
How much total funding has Performativ raised?
Performativ has raised a total of $14,000,000.
Who are the investors in Performativ?
The investors in Performativ are: Deutsche Börse Group, Rabo Investments, Jacob Dahl, FinTech Collective, EIFO.
What is Performativ?
Performativ is a cloud-native, AI-integrated operating system designed for wealth and asset managers to consolidate portfolio management, compliance, reporting, data aggregation, and trading into a single, scalable platform.
What primary services does Performativ provide?
Performativ offers solutions for portfolio management, performance analytics, multi-custodian data aggregation, regulatory compliance, automated rebalancing, and client reporting to streamline operations across the front, middle, and back office.
Who is the target audience for the Performativ platform?
Performativ serves a diverse range of financial organizations, including independent wealth firms, asset managers, investment advisors, private banks, and multi-family offices.
How does Performativ utilize AI technology?
Performativ embeds AI agents directly into its platform to automate manual workflows, improve operational efficiency, and handle data validation, allowing both human professionals and agents to operate within a controlled and auditable environment.
Can Performativ integrate with existing financial systems?
Yes, Performativ is designed to integrate with custodians, market data providers, and existing internal banking or portfolio systems through structured APIs and a scalable integration framework.