Performativ
AI-native wealth management OS
About
Performativ, founded in 2020 and based in Copenhagen, Denmark, develops an AI-native operating system designed to revolutionize wealth management. The platform provides wealth management firms with advanced client reporting and portfolio management tools powered by AI insights, streamlining workflows and improving decision-making. Its SaaS model targets financial institutions aiming to modernize their wealth management operations and client servicing through enhanced automation and intelligence. Performativ secured a €11.96M ($14M) Series A round led by Deutsche Börse Group and supported by other investors, positioning itself as a next-generation fintech innovator in the wealth management sector.
Products
-
Wealth Management Platform
— Unifies portfolio data, advisory workflows, governance controls, and digital client experiences in a cloud-native system.
Customer sectors: wealth managers, financial institutions, multi-family offices
-
CenterStage
— Transforms fragmented financial data into reliable, governed integration pipelines for seamless connectivity.
Customer sectors: asset managers, financial institutions, data integration teams
-
Custom Agents
— Automates reconciliation, data validation, and operational workflows with AI-driven, auditable agents.
Customer sectors: wealth managers, asset managers, investment advisors
-
Advisor Operating Environment
— Provides a unified workspace for portfolios, compliance, communication, and task management.
Customer sectors: investment advisors, wealth managers, financial institutions
-
Client Portal & Mobile Application
— Delivers real-time reporting, secure messaging, and document access in a branded cross-device experience.
Customer sectors: private banks, multi-family offices, wealth managers
Market research & competitive positioning
Source-backed TAM / SAM / SOM sizing, displacement analysis, and an interactive peer positioning map for Performativ — available to members.
