Performativ - Wealth Management Software vs Wealth Access, Inc.
Performativ - Wealth Management Software
SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses
44 employees · est. 2020 · Denmark
Wealth Access, Inc.
We're a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences
61 employees · est. 2011 · Nashville, United States
Wealth Access, Inc. is the older company (2020 vs 2011); Wealth Access, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Performativ - Wealth Management Software | Wealth Access, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2020 | 2011 older |
| Headquarters | ||
| Headquarters | Denmark | Nashville, United States |
| Employees | ||
| Employees | 44 | 61 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Legal Tech | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Seed | Series B |
| Total Funding | ||
| Total Funding | $6.20M | $7.99M |
| Funding Rounds | ||
| Funding Rounds | 2 | 5 |
| Services | ||
| Services | All-in-One Wealth Management Platform, Data Consolidation & Aggregation, Automated Compliance Checks, Customizable Reporting & Dashboards, Portfolio Management & Analytics, Automation & Integration Tools | Not tracked yet |
| Target Customers | ||
| Target Customers | Wealth Managers, Asset Managers, Investment Advisors, Banks, Family Offices | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Client Reporting SoftwareInvestment AdvisorsOpen BankingData ModelsPortfolio ManagementRegulatory Reporting +5 | Reporting SolutionsHigh Net WorthAggregation CapabilitiesData FeedsInvestment ReportingAdvanced Reporting +1 |
| Website | ||
| Website | performativ.com | wealthaccess.com |
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 tec...
About Wealth Access, Inc.
Wealth Access is a leading U.S.-based online wealth management technology platform that has been empowering advisors and investors with comprehensive, intuitive, and advanced wealth management reporting solutions since 2011. Specializing in serving high net worth advisors and investors, the platform...
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Compiled from the BounceWatch company index. We last looked at Performativ - Wealth Management Software on 17 Sep 2025, and Wealth Access, Inc. on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
