Performativ, a cloud-native operating system for wealth management combining portfolio, risk, compliance, and trading in one platform, announced a $14 million Series A round led by Deutsche Börse Group, with participation from Rabo Investments, Jacob Dahl, and existing investors including FinTech Collective and EIFO.
The funding will support expansion across Europe and deeper penetration into the enterprise segment, targeting private banks and large wealth management institutions.
Unified Platform for Wealth Management
Founded in 2020, Performativ replaces fragmented legacy systems with a single platform covering portfolio management, analytics, compliance, reporting, and trading. Embedded AI automates manual workflows, improving efficiency across front, middle, and back office operations.
“We are proud to partner with Deutsche Börse Group as the new lead investor in Performativ, alongside Rabobank and our existing investors, marking the next phase of our growth journey. Over the past six years, we have established ourselves as the leading platform for small and mid-sized wealth managers across Europe by modernizing 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,” said CEO Albert Geisler Fox.
Enterprise Expansion Strategy
The company is scaling capabilities to support complex data structures, higher transaction volumes, and advanced reporting requirements. The platform is designed to meet the growing demand for integrated systems in wealth management, where detailed end-investor data and operational efficiency are critical.
“We are excited to invest in Performativ. By doing so, we as Deutsche Börse Group are further strengthening our Investment Management Solutions proposition as we continue to build out our comprehensive ecosystem for the buy side. We are thrilled to continue to lead the transformation across the investment management industry,” said Christian Kromann.
Market Momentum
Performativ has established a strong presence across Europe and continues to expand among financial institutions seeking AI-driven modernization of legacy infrastructure.
“AI-driven technology is enabling private banks and wealth managers to move away from legacy systems toward better client experiences. Performativ has established itself as a leading European player, with a strong foothold in The Netherlands. We are excited to support the company in its next growth phase,” said Floris Onvlee.
With this investment, Performativ aims to accelerate adoption of its unified platform among large-scale wealth managers as demand for scalable, AI-powered infrastructure continues to grow.