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Performativ - Wealth Management Software logo — SaaS based client reporting software transforming Investment...

Performativ - Wealth Management Software

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

Founded 2020 Denmark Denmark 44 employees Seed Total: $6.20M Financial Services, Fintech +2

General Information

Company Name Performativ - Wealth Management Software
Founded Year 2020
Location Denmark Denmark +4
Founders / Decision Makers
Team member
Employees 44
Industries Financial Services, Fintech, Legal Tech +1
Funding Stage Seed
Social

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About Performativ - Wealth Management Software

Performativ, founded in 2020 and headquartered in Denmark, is carving a niche in the landscape of wealth management by offering transformative SaaS-based client reporting software. The company's slogan, "SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses," embodies its mission to modernize the financial advisory sector.

Specializing in Financial Services, Fintech, Legal Tech, and SaaS, Performativ is poised at the digital frontier, addressing the demands of a rapidly evolving marketplace. By empowering professionals and their clients, the company aims to keep them ahead in the evolving financial world.

In its recent Seed Round on 09 November 2023, Performativ secured a €5.50M investment from prominent backers like FinTech Collective, iGlobe Partners, Export and Investment Fund, and Upfin, showcasing robust investor confidence.

Taxonomy: client reporting software, investment advisors, open banking, data models, portfolio management, regulatory reporting, KYC/AML compliance, white-label solutions, API integration, AI-powered solutions, custodian integration

Services & Products

All-in-One Wealth Management Platform
Data Consolidation & Aggregation
Automated Compliance Checks
Customizable Reporting & Dashboards
Portfolio Management & Analytics
Automation & Integration Tools

Target Customers

Wealth Managers Asset Managers Investment Advisors Banks Family Offices

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 4
Investor Investor Investor
•••• •••• 		09 Nov 2023
Pre Seed Round •••••• 1
Investor
06 Aug 2021

Performativ - Wealth Management Software Alternatives & Competitors

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Performativ - Wealth Management Software vs
Wealth Access, Inc.
Wealth Access, Inc. United States

We're a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized e...

Series B
61 employees
Finance, Financial Services
Compare Performativ - Wealth Management Software vs Wealth Access, Inc.
Performativ - Wealth Management Software vs
WealthArc
WealthArc Switzerland

We empower wealth managers with trustful and high-quality data!

Seed
35 employees
Big Data, Computing
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Performativ - Wealth Management Software vs
Jay Solutions
Jay Solutions Finland

Making complex simple

38 employees
Financial Services, Fintech
Also compare with: Performativ - Wealth Management Software vs PCR Financial Aggregation PCR Financial Aggregation View all alternatives

FAQ About Performativ - Wealth Management Software

SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses
Performativ - Wealth Management Software was founded in 2020.
Performativ - Wealth Management Software is headquartered in Denmark.
Performativ - Wealth Management Software operates in the following industries: Financial Services, Fintech, Legal Tech, SaaS.
Performativ - Wealth Management Software has approximately 44 employees.
Performativ - Wealth Management Software has completed 2 funding rounds, raising a total of $6.20M. The latest funding stage is Seed.
Performativ - Wealth Management Software offers: All-in-One Wealth Management Platform, Data Consolidation & Aggregation, Automated Compliance Checks, Customizable Reporting & Dashboards, Portfolio Management & Analytics, Automation & Integration Tools.
Top alternatives and competitors to Performativ - Wealth Management Software include Wealth Access, Inc., WealthArc, Jay Solutions, Fi-Tek Wealth Solutions, PCR Financial Aggregation. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Performativ - Wealth Management Software and Wealth Access, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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