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Performativ - Wealth Management Software
https://www.performativ.com/Last activity: 29.04.2026
Active
Revolutionising both the wealth management advisory process and the HNWI customer experience. We are already integrated with a long list of custodians (and growing) to both provide advisors with an analytically rich view of their client portfolios and their clients with a branded, ‘easy to use’ app to view their total wealth portfolio (including liquid and illiquid assets in- and outside the scope of the wealth manager). Ultimately…. the advisor has better information and more time to advise and the client has a better and more comprehensive view of their wallet. All of this available through Performativ turnkey software. -----Rocket fuel for Wealth Managers
Location: Denmark
Employees: 11-50
Total raised: $20.58M
Investors 2
| Date | Name | Website |
| 12.11.2023 | FinTech Co... | fintech.io |
| - | Upfin.vc | upfin.io |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 29.04.2026 | Series A | $14M | Rabo Ventu... |
| 09.11.2023 | Seed | $5.88M | - |
| 05.08.2021 | Pre-Seed | $700K | - |
Mentions in press and media 10
| Date | Title | Description |
| 29.04.2026 | Performativ Raises $14 Million Series A To Expand AI-Native Wealth Management Operating System | Performativ, a Copenhagen-based operating system for wealth management, has raised 14 million dollars in a Series A funding round led by Deutsche Börse Group, with participation from Rabo Investments, the investment arm of Rabobank, former ... |
| 28.03.2025 | FinTech Collective Expands European Presence with Takeover of Nordic Manager | A strategic partnership with EIFO, Velliv, and Finansforbundet to invest in Financial Services - a critical sector for the Nordic economy. We are excited to announce a strategic partnership with three of Denmark’s most respected institution... |
| 09.11.2023 | Copenhagen-based Performativ secures €5.5 million to transform Europe’s wealth management sector | - |
| 09.11.2023 | Performativ raises €5.5M as it aims to improve Europe’s outdated wealth management industry | Read this article in: Copenhagen-based Performativ, a SaaS-based client reporting software company that aims to revolutionise the wealth management sector, announced that it has secured €5.5M in a seed round of funding. The investment was l... |
| 09.11.2023 | Performativ Raises €5.5m in Seed Funding | Performativ, a Copenhagen, Denmark-based wealth management technology company, raised €5.5M in Seed funding. The round was led by FinTech Collective and saw participation from all previous investors. The company intends to use the funds to ... |
| 09.11.2023 | Danish wealthtech startup Performativ snags €5.5 million | Danish wealthtech startup Performative has snagged €5.5 million in a seed round led by FinTech Collective. Performativ's core technology suite streamlines operations across the front, middle, and back offices of wealth managers and provides... |
| 09.11.2023 | Performativ raises €5.5M to help the financial industry fight the woes of legacy | Performativ, a Copenhagen-based fintech startup specialising in wealth management technologies, has raised €5.5 million in a Seed funding round. The investment is earmarked to fuel the company’s growth, both in terms of offer on the table a... |
| - | Performativ | “Performativ’s wealth management platform consolidates data, automates workflows & streamlines compliance to help firms deliver superior client experiences.” |
| - | Performativ | “Performativ provides wealth managers and their clients with a powerful management software that is fit for the future. Experience wealth management redefined.” |
| - | FinTech Collective Leads Seed Funding for Danish Wealth Tech Performativ | FinTech Collective has led a €5.5 million seed funding round for Performativ, a leader in wealth management technology. Orrick advised FinTech Collective in the round, which also included participation from other investors. The Company FinT... |