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 McKinsey Senior Partner Jacob Dahl, and existing investors FinTech Collective and EIFO, the Danish sovereign wealth fund.
Founded in 2020, Performativ has built a single cloud-native platform that consolidates portfolio management, performance and attribution analysis, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading into one unified system. Embedded AI agents automate manual workflows across front, middle, and back office operations, replacing the fragmented legacy infrastructure that has defined the wealth management industry. The company has established a broad presence across Europe, serving wealth and asset managers and private banks, with a particular foothold in the Netherlands.
The funding will support Performativ’s expansion into the enterprise segment, targeting private banks and larger financial institutions with complex operational requirements, including sophisticated data structures, higher transaction volumes, and demanding reporting and compliance needs. The raise also advances Deutsche Börse Group’s broader strategy of building an integrated ecosystem for the buy side through its Investment Management Solutions platform. Closing is expected shortly, subject to standard conditions.
KEY QUOTES:
“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.”
Albert Geisler Fox, CEO, 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.”
Christian Kromann, Executive Board Member, Deutsche Börse Group
“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.”
Floris Onvlee, Executive Director, Rabo Investments
