What Performativ does

Performativ is a Copenhagen-based wealth-management technology company founded in 2020 that provides a cloud-native, AI-native operating system consolidating portfolio management, compliance, reporting, trading, fee management, and client engagement into a single platform for European wealth organizations. The platform is differentiated by a native Model Context Protocol (MCP) server, an AgentKit Builder built on OpenAI AgentKit, multi-custodian data aggregation across more than 35 European custodians (including ABN Amro, UBS, Saxo Bank, Julius Bär, Nordea, and Goldman Sachs), a proprietary Fee Scripting Language, a FIX gateway for institutional execution, and purpose-built modules such as CenterStage (AI-powered data integration for banks and custodians), DORAedge (Digital Operational Resilience Act compliance), and a white-labeled client portal with native iOS and Android apps. The system supports €100B+ in client assets under management across 1,500+ advisors, holds ISO 27001 certification, and operates under 100% EU data residency with 300+ granular role-based permissions.

The company generates revenue through an enterprise SaaS subscription model with quote-based pricing tied to firm size, advisor count, AUM, and modules selected. Go-to-market is a consultative field-sales motion organized by region — Nordics, Benelux, and DACH — targeting independent wealth managers, asset managers, private banks, multi-family offices, investment advisors, and larger financial institutions. The company has raised approximately €5.5 million in seed funding (November 2023, led by FinTech Collective) and $14 million in Series A funding (April 2026, led by Deutsche Börse Group with participation from Rabo Investments, FinTech Collective, EIFO, and Jacob Dahl), and operates with around 50 employees across four European countries.

Performativ's named customers are predominantly mid-market wealth firms (Valuedge, TOBA Advice, Roemer Kamp & Partners, Aktiv Invest Partner), and its strategic focus is shifting upmarket toward private banks and larger financial institutions. The partnership ecosystem includes more than 35 custodian integrations, technology partners covering ESG, identity verification, and regulatory reporting (Equro, FINGREENAI, Mesh ID, Quantfolio, Qvonto), and participation in the OpenWealth Association, positioning the platform as an emerging horizontal wealth-management operating system for the European market.

Name

Performativ

Legal name

Performativ ApS

Website

https://performativ.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Performativ is a Copenhagen-based wealth-management technology company that provides a cloud-native, AI-native operating system unifying portfolio management, compliance, trading, and client engagement for European wealth managers, asset managers, private banks, and multi-family offices, supporting €100B+ in client AUM across 1,500+ advisors.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Model Hosting, Serving & Inference Platforms (HDAAACAB), Data Sharing, Data Exchange & Data Marketplace Platforms (HDAEABAH)

Keywords

• Wealth management platform
• Portfolio management software
• Compliance reporting software
• Multi-custodian trading infrastructure
• AI-native financial operations

Headquarters

HQ city

Copenhagen

HQ country

Denmark

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Performativ operates as a cloud-native SaaS platform providing wealth management software on a subscription basis. The platform is offered as an all-in-one operating system with pricing based on the scope of services, number of advisors, and client assets under management. The company targets enterprise wealth firms, asset managers, financial institutions, and multi-family offices.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Performativ provides a cloud-native, AI-native operating system that unifies portfolio management, compliance, reporting, trading, and client engagement for wealth management firms, asset managers, financial institutions, and multi-family offices across Europe. The platform consolidates multi-custodian data into a single structured data model and embeds AI agents, compliance controls, and trading infrastructure into a single SaaS solution. Supplementary modules include CenterStage (AI-powered data integration), Custom AI Agents and AgentKit Builder, and DORAedge (DORA compliance management).

Product overview

Performativ provides an AI-native operating system for wealth management delivered as a cloud-native SaaS platform. The core offering, the Performativ Wealth Management Platform, unifies portfolio management, trading, compliance, reporting, and client experience into a single system. This core platform is supplemented by specialized modules including CenterStage (AI-powered data integration for banks and custodians), Custom AI Agents and AgentKit Builder (for deploying compliant AI agents), DORAedge (DORA compliance management), and feature modules for Portfolio Management, Trading & Execution, Compliance, Fee Management, Client Portal, Advisor Portal, and a Plugin Store for extensibility.

Differentiator

Problem solved

Functional benefit

Brands

• CenterStage: AI-powered data integration platform for banks and custodians, built as a financial data custodian runtime for modern institutions.

Products and services

• Performativ Wealth Management Platform Cloud-native, AI-native operating system for wealth management that unifies portfolio management, reporting, compliance, and client experience in a single platform. Consolidates portfolio data, operational governance, and digital client engagement across multi-entity structures, custodians, and jurisdictions. Targets wealth managers, asset managers, financial institutions, and multi-family offices.
• CenterStage AI-powered financial data integration platform serving as a custodian runtime for banks, custodians, and large wealth institutions. Combines iPaaS capabilities, adaptive data pipelines, and governed lakehouse architecture to transform fragmented integrations into governed, continuously improving data pipelines with embedded governance and AI-guided onboarding.
• Custom AI Agents and AgentKit Builder Custom AI agents built on Performativ's MCP architecture and OpenAI AgentKit foundation, enabling financial institutions to deploy compliant AI agents within their operations with regulatory oversight and auditability. Includes the AgentKit Builder development toolkit for rapid experimentation and production-grade agent deployment while keeping tenant data and regulatory compliance protected.
• DORAedge Platform enabling financial institutions to manage Digital Operational Resilience Act (DORA) compliance in a structured and continuous way. Provides centralized governance and oversight, ICT risk and third-party management, and incident management and reporting.

Quantifiable outcome

• €100B+ client AUM managed on platform
• +4 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability9 records

Feature10 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Custodian Network PartnerscoreTechnology or IntegrationPerformativ has established direct integrations with over 35 custodians and banking partners across Europe including ABN Amro, Avanza, Banque Cantonale de Genève, Centevo, Danske Bank, Goldman Sachs, Interactive Brokers, Julius Bär, Nordea, Nordnet, Nykredit, Rabobank, Saxo Bank, UBS, Van Lanschot Kempen, and VP Bank. These integrations enable automated data ingestion, reconciliation, and trading connectivity.
• Data & Technology PartnerscoreTechnology or IntegrationStrategic technology partnerships including Equro (Nordic equity management), FINGREENAI (ESG data insights), Mesh ID (digital identity verification), Quantfolio (digital investment advisory), and Qvonto (regulatory reporting automation). These partners enhance security, insight, and automation across Performativ workflows.
• Industry Associations & PlatformsminorOthersPartnerships with Simple (family office knowledge platform), The Wealth Mosaic (wealth management marketplace), and VV&A (Dutch association for financial professionals) to align Performativ with industry standards and innovations.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Temenos: Temenos is a global banking software vendor serving retail, corporate, and wealth management institutions with a broad core banking and digital platform portfolio. Its wealth capabilities overlap with Performativ at large financial institutions, but its primary focus is core banking rather than the mid-market wealth specialist niche Performativ targets.
• SEI Investments: SEI provides investment management, wealth management, and investment processing technology to financial institutions globally. Its investment processing and advisor platform overlaps with Performativ's portfolio management, compliance, and reporting modules, though SEI is a much larger diversified firm.
• Finastra: Finastra is a large financial software provider offering solutions across retail, corporate, and wealth management to global banks. Its wealth and investment management suite (e.g., FusionInvest) overlaps with Performativ's portfolio and trading functionality, but as part of a much broader banking portfolio.
• Avaloq: Avaloq (acquired by NEC) is a Switzerland-based provider of banking and wealth management software to large private banks and financial institutions. It is a broad incumbent with overlapping wealth platform capabilities but a much wider banking and core-system portfolio than Performativ's wealth-focused offering.

Direct peers

• Addepar: Addepar provides portfolio management, analytics, and reporting software to family offices, RIAs, and large wealth managers globally. It shares Performativ's data aggregation thesis and unified wealth operating system positioning, with a similar focus on multi-custodian aggregation and serving sophisticated wealth enterprises.
• FNZ: FNZ is a global wealth management platform serving banks, insurers, and wealth managers with end-to-end platform capabilities spanning custody, portfolio management, and client servicing. It is the closest direct competitor to Performativ in the European mid-market and enterprise wealth segment, with overlapping target customers and a comparable integrated platform play.
• Envestnet: Envestnet provides wealth management technology, data, and analytics to advisors and financial institutions across portfolio management, reporting, and compliance. It is a direct peer on platform functionality for wealth enterprises, though with a primarily US-centric footprint compared to Performativ's European focus.
• InvestCloud: InvestCloud delivers a cloud-native wealth management platform across portfolio management, reporting, and digital client experience for global financial institutions. It overlaps directly with Performativ on cloud-native architecture, multi-custodian aggregation, and enterprise wealth platform positioning.

Emerging players

• Backstop Solutions: Backstop Solutions (now part of SS&C) provides workflow, CRM, and reporting software for hedge funds, endowments, and institutional investors. It overlaps with Performativ on portfolio reporting and operational workflows for institutional asset owners but is focused on a narrower institutional sub-segment.
• Advisor360°: Advisor360° is a wealth management technology platform offering unified investment, insurance, and reporting workflows to enterprise wealth firms. It is an emerging player with a similar horizontal SaaS play but a smaller footprint than Performativ and a more North American customer base.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@Performativ
• LinkedInlinkedin.com/company/performativ

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds3 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performativ