Performativ - Wealth Management Software

SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses

General Information
Company Name
Performativ - Wealth Management Software
Founded Year
2020
Location (Offices)
Denmark +1
Founders / Decision Makers
Peter Barry - Co-Founder & CTO Albert Geisler Fox - CEO & Co-Founder
Number of Employees
42
Industries
Financial Services, Fintech, Legal Tech +1
Funding Stage
Seed
Social Media

Performativ - Wealth Management Software - Company Profile

Performativ - Wealth Management Software

Performativ is a SaaS-based client reporting software that aims to transform investment advisors and wealth managers into tech-enabled businesses. Founded in 2020 and headquartered in Denmark, the company received a significant boost with a €5.5M Seed Round investment on 09 November 2023. This investment came from noteworthy backers such as FinTech Collective, iGlobe Partners, Export and Investment Fund, and Upfin.

In the rapidly evolving financial landscape, Performativ recognizes the inadequacy of traditional tools and presents itself as the future of wealth management software. The company's mission revolves around revolutionizing the wealth management sector, empowering professionals, and positioning them at the vanguard of the industry's evolution to seize tomorrow's opportunities. Performativ's solution is not only powerful and secure but also tailored to meet the rising demands of the digital age across financial services, fintech, legal tech, and SaaS.

Taxonomy: wealth management software, financial reporting, investment management, open banking technology, regulatory compliance, AI-powered integrations, portfolio information, client reporting, KYC/AML guidelines, API integration

Funding Rounds & Investors of Performativ - Wealth Management Software (2)

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Funding Stage Amount No. Investors Investors Date
Seed Round €5.50M 4
FinTech Collective, investor in Performativ - Wealth Management Software 's Seed Round round iGlobe Partners, investor in Performativ - Wealth Management Software 's Seed Round round Export and Investment Fund, investor in Performativ - Wealth Management Software 's Seed Round round
Upfin 		09 Nov 2023
Pre Seed Round $700.00K 1
VF Venture, investor in Performativ - Wealth Management Software 's Pre Seed Round round
06 Aug 2021

Latest News of Performativ - Wealth Management Software

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No recent news or press coverage available for Performativ - Wealth Management Software .

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