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Performativ

Wealth management software

Performativ logo
21-100 employees
  • Fintech
  • B2B
  • Banking
  • SaaS
  • Accounting
Middelalderbyen, København

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Company mission

To revolutionise the outdated and underserved wealth management industry across the continent.

Our take

With the rise of digital-first banking, traditional and legacy financial institutions are struggling to keep up with innovations. Performativ is a digital-first platform for wealth managers and investment advisors, focussing on optimising advisory solutions and the customer experience of high net worth individuals (HNWIs).

Performativ offers front, middle and back-end tools to financial service providers - such as investment advisors - suggesting optimisations for their operations while helping to future-proof financial infrastructure. The company claims to achieve 70% reductions in operating costs and a 2x faster onboarding process - boasting undeniable value for its clients.

Managing over €20B in assets spanning various classes, Performativ caters to the diverse needs of financial institutions and wealth managers, and is positioned to be a key player in reshaping the future of financial services. Recent seed funding will be used to accelerate its growth, expand its offering and increase its client base as it addresses a sector in dire need of digital innovation.

Kirsty headshot

Kirsty

Company Specialist at Welcome to the Jungle

Benefits

  • A dynamic work environment: Become part of the energetic atmosphere of a fast-growing FinTech startup
  • Flexible Working Hours: Enjoy the flexibility of managing work hours in a way that makes sense for you and your tasks
  • Personal growth: Embrace opportunities for professional and personal development while working alongside some of the brightest minds in the fintech industry
  • Collaborative Culture: Here your ideas are heard, your contributions are valued, and your growth is a shared priority
  • The Performativ Experience: Get involved with a product that is making waves in the industry
  • Professional Development Fund: Generous annual fee to participate in courses and conferences and improve professional skills and knowledge
  • Continuous Feedback Culture: Feedback is frequent, constructive and two-way. Regular check-ins ensure that you are purposeful, recognized and always on a path to growth

Company values

  • To Empower: Providing wealth managers and financial professionals with the tools they need to excel, making the intricate simple and challenging attainable
  • To Innovate: Continually pushing the boundaries of what's possible in wealth management software, ensuring that our clients always have an edge in a competitive landscape
  • To Engage: Fostering a community where feedback drives innovation, ensuring that our software remains responsive to the genuine needs and aspirations of its users
  • To Lead: Setting the gold standard in wealth management technology, not just by responding to industry changes, but by anticipating and shaping them

Funding (2 rounds)

Nov 2023

$5.8m

SEED

Aug 2021

$0.7m

SEED

Total funding: $6.5m

Leadership

Peter Barry

(CTO)

Previously led Development Operations at Goldman Sachs, was the Founder of cell five and worked as a Cloud Architect and Technical Manager in a consultancy capacity.

Albert Geisler Fox

(CEO)

Previously an Investment Consultant at Kirstein and Financial Analyst at TV2 DANMARK. Also worked as a Software Engineer at Meebox.