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Performativ Raises $14 Million to Scale AI-Native Wealth Management OS for European Enterprises

Performativ Raises $14 Million to Scale AI-Native Wealth Management OS for European Enterprises

New updates have been reported about Performativ.

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Performativ has secured $14 million in Series A funding to accelerate deployment of its cloud-native, AI-driven operating system for wealth managers, with Deutsche Börse Group leading the round and Rabo Investments and existing backers also participating. Founded in 2020 and headquartered in Copenhagen, Performativ plans to use the capital to deepen its footprint among private banks and large wealth and asset managers across Europe, with closing of the round pending standard conditions.

The company’s platform consolidates portfolio management, risk and performance analytics, compliance, reporting, multi-custodian data, and trading into a single SaaS system, replacing fragmented legacy stacks and automating manual workflows with embedded AI agents. CEO Albert Geisler Fox said the financing will help Performativ cement its position in the enterprise segment after establishing traction with small and mid-sized managers, while Deutsche Börse executive Christian Kromann and Rabo Investments’ Floris Onvlee highlighted the strategic fit with their buy-side technology ecosystems and the broader shift toward integrated, AI-first infrastructure in a growing global wealth management market.

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