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Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Portfolio managementPerformance reportingRebalancing and tradingConsolidated reportingAI assistants and agents
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
Copenhagen, DKFounded 2020Venture-backedperformativ.com
What it does
Performativ is a Copenhagen-based cloud platform that runs the core operations of wealth firms in one system. It sells to independent wealth and asset managers, multi-family offices, investment advisors and, increasingly, private banks, mainly in the Nordics, Benelux, Germany and Switzerland, with EU data residency.
The platform holds holdings, transactions and private assets in one data model and covers discretionary, advisory and model-based mandates across multiple custodians, including rebalancing, trading, analytics, consolidated reporting, fee management, onboarding and compliance controls with audit trails. It adds AI agents that run reconciliation and data validation under set permissions, and a CenterStage module for building governed data integration pipelines. Its partner list includes Danske Bank, Nordea, Saxo Bank, Interactive Brokers, Julius Bär and other custodians.
Performativ was founded in 2020. In 2026 it raised a US$14 million Series A led by Deutsche Börse Group, with Rabo Investments, FinTech Collective and EIFO.
Best for
- Serves
- Family offices, Asset managers, Banks and trust companies, RIAs
Features
- Multi-custodian portfolio management
- Model-based rebalancing and trading
- Consolidated client reporting
- Fee management
- Client onboarding workflows
- Compliance controls and audit trail
- AI agents for reconciliation
- Data integration pipelines
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- ABN Amro
- Avanza
- Danske Bank
- Goldman Sachs
- Handelsbanken
- Interactive Brokers
- Julius Bär
- Jyske Bank
- Nordea
- Nordnet
- Nykredit
- Rabobank
- Saxo Bank
- Swissquote
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