Performativ Raises €11.9M Series A To Grow Its AI-powered Wealth Management Platform

The round was led by Deutsche Börse Group, with participation from Rabo Investments, Jacob Dahl, and existing investors including FinTech Collective and EIFO. The round is expected to close shortly.

Founded in 2020, Performativ aims to tackle the long-standing issue of operational inefficiencies in wealth and asset management. Its cloud-native SaaS platform brings together portfolio management, analytics, client reporting, compliance, multi-custodian data aggregation and trading into a single, scalable system, enabling seamless workflows across front, middle, and back-office functions.

The platform incorporates embedded AI agents to automate manual tasks and enhance efficiency throughout the investment lifecycle. By replacing fragmented legacy systems with a unified infrastructure Performativ helps firms modernise operations and deliver more transparent data-driven investment services.

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The company has already established a strong presence across Europe, serving wealth and asset managers as well as private banks. It is now expanding further into the enterprise segment, strengthening relationships with private banks and larger financial institutions that require scalable integrated technology to manage increasingly complex operations.

With the new funding, Performativ plans to enhance its offering for larger institutions by building a comprehensive, front-to-back wealth management operating system tailored to private banking needs.

This includes handling more complex data structures, higher transaction volumes and advanced reporting and compliance requirements.

Performativ also intends to accelerate its European expansion while continuing to support its existing client base. In 2023, the company raised €5.5 million in a Seed round led by FinTech Collective.

Albert Geisler Fox, CEO of Performativ, said, “Over the past six years, we have established ourselves as the leading platform for small and mid-sized wealth managers across Europe by modernising legacy operations with AI-native workflows. With this investment, we will cement our position within the enterprise segment, bringing our technology to visionary private banks and ambitious large-scale wealth management providers.”

About Performativ

Performativ is a wealth management technology company building a modern cloud-native operating system for financial professionals. Its platform replaces outdated tools with a secure, scalable solution designed for the digital era empowering firms and clients with efficient workflows, data-driven insights and technology built to meet the evolving demands of the industry.