Performativ - Wealth Management Software
SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses
44 employees · est. 2020 · Denmark
WealthArc
We empower wealth managers with trustful and high-quality data!
35 employees · est. 2015 · Zurich, Switzerland
WealthArc is the older company (2020 vs 2015).
Side-by-Side Comparison
| Metric | Performativ - Wealth Management Software | WealthArc |
|---|---|---|
| Founded | ||
| Founded | 2020 | 2015 older |
| Headquarters | ||
| Headquarters | Denmark | Zurich, Switzerland |
| Employees | ||
| Employees | 44 | 35 |
| Industry | ||
| Industry | Financial Services, Fintech, Legal Tech | Big Data, Computing, Cyber Security |
| Funding Stage | ||
| Funding Stage | Seed | Seed |
| Total Funding | ||
| Total Funding | $6.20M | $8.50M |
| Funding Rounds | ||
| Funding Rounds | 2 | 9 |
| Services | ||
| Services | All-in-One Wealth Management Platform, Data Consolidation & Aggregation, Automated Compliance Checks, Customizable Reporting & Dashboards, Portfolio Management & Analytics, Automation & Integration Tools | Wealth Data Management, Portfolio Management System, Automated Workflows, API Integrations, Data Reporting and Analytics |
| Target Customers | ||
| Target Customers | Wealth Managers, Asset Managers, Investment Advisors, Banks, Family Offices | External Asset Managers, Family Offices, Private Banks, Wealth Managers |
| Taxonomy | ||
| 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 | Wealth Management, Data-Driven Platform, API Integration, Data Unification, Portfolio Management, Automated Reporting, Compliance Solutions, Custodian Banks Network, Cloud Security, Financial Data Consolidation, Risk Profile Monitoring, Client Invoicing Automation, Asset Management Software, SaaS Technology, Secure Data Storage |
| Website | ||
| Website | performativ.com | wealtharc.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 WealthArc
WealthArc, headquartered in Switzerland, is a data-driven wealth management platform founded in 2015. With the slogan, "We empower wealth managers with trustful and high-quality data!", this innovative startup is well-positioned in the markets of Big Data, Computing, Cyber Security, Financial Servic...
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BounceWatch watches Performativ - Wealth Management Software and WealthArc for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Performativ - Wealth M... and WealthArc — by email.
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Compiled from the BounceWatch company index. We last looked at Performativ - Wealth Management Software on 17 Sep 2025, and WealthArc on 3 Jul 2025. 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.