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Performativ

AI-native wealth management operating system for European firms

Performativ provides a cloud-native platform for wealth managers and private banks combining portfolio management, performance attribution, risk, compliance, reporting, multi-custodian aggregation and trading. Embedded AI agents automate front-, middle- and back-office workflows.

GAII take
Deutsche Börse lead gives credibility for private-bank expansion; competes with legacy PMS vendors more than AI pure-plays.
Website
performativ.com
Headquarters
Copenhagen, Denmark
Founded
2020
Company type
Startup
Funding
$14M · Series A
Latest round
Series A · $14M · Apr 2026
Status
Active
Investors
Deutsche Börse Group, Rabo Investments, FinTech Collective, EIFO
Also in
Risk, Compliance & Operations
Buyer
Wealth managers & RIAsAsset managers
Asset class
Multi-asset
Workflow
Portfolio constructionRisk & monitoringReporting & IR
Ai capability
Agents & automation
Delivery
SaaS application

GAII ID GAII-T0330 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.