Performativ, an AI-native operating system for wealth management, has closed a $14m Series A funding round led by Deutsche Börse Group.
The round also drew participation from Rabo Investments, the investment arm of Rabobank, former McKinsey & Company senior partner and co-leader of global banking sector Jacob Dahl, and existing backers FinTech Collective and EIFO, the Danish sovereign wealth fund. Closing remains subject to standard conditions and is expected to be finalised shortly.
The capital will support Performativ’s push into the enterprise segment, with a focus on serving private banks and larger financial institutions that face complex operational demands and require scalable, integrated technology solutions. The company intends to deepen its capabilities in areas such as complex data structures, higher transaction volumes, and more sophisticated reporting and compliance requirements. Funding will also be used to support its expansion across Europe.
Founded in 2020, Performativ has spent six years building a cloud-native platform designed to replace the fragmented legacy systems that have historically burdened the wealth management sector. Its unified system brings together portfolio management, performance and attribution analysis, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading in a single environment. Embedded AI agents handle the manual workflows that have long contributed to operational inefficiency across the industry.
Performativ CEO Albert Geisler Fox said, “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.”
Deutsche Börse Group executive board member Christian Kromann said, “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.”
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