Wealth, Regtech, Finance software · Denmark
Performativ
Performativ provides a cloud-native, AI-native operating platform for wealth management firms that unifies portfolio data, workflows, compliance and client experience.
- Website
- performativ.com
- Headquarters
- Denmark
- Sector
- Wealth, Regtech, Finance software
- Fintech Award Points
- +170, #179 of 204
About Performativ
Performativ offers an all-in-one wealth management platform covering multi-custodian portfolio management, trading, reporting, compliance and client portals, with AI agents built into workflows. It serves wealth managers, financial institutions, asset managers, multi-family offices and investment advisors, with EU data residency. The site claims €100B+ client AUM and 1,500+ advisors on the platform, and it integrates with a large network of mainly European custodians.
What Performativ offers
- Wealth management operating platform
- Multi-custodian portfolio management and rebalancing
- Trading and investment management
- Analytics and reporting dashboards
- AI agents and agentic workflows (Custom Agents)
- Advisor workspace
- Client portal and mobile app
- CenterStage data integration pipelines
- Compliance, permissions and audit trails
- Partnership Program for third-party providers
Who Performativ serves
- Wealth managers
- Financial institutions and banks
- Asset managers
- Multi-family offices
- Investment advisors
Topics
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Profile researched by Alexandra Studio from public information about Performativ, updated 10 November 2026. Something wrong or missing? Update your company or remove it.