Revolutionising both the wealth management advisory process and the HNWI customer experience. 

We are already integrated with a long list of custodians (and growing) to both provide advisors with an analytically rich view of their client portfolios and their clients with a branded, ‘easy to use’ app to view their total wealth portfolio (including liquid and illiquid assets in- and outside the scope of the wealth manager).
 
Ultimately…. the advisor has better information and more time to advise and the client has a better and more comprehensive view of their wallet.
 
All of this available through Performativ turnkey software.
 
-----Rocket fuel for Wealth Managers

VF Venture

Performativ - Wealth Management Software

We're #hiring a new Back-office Specialist in Copenhagen, Capital Region. Apply today or share this post with your network.

Are you ready to shape the future of wealth management ?

https://lnkd.in/eV6Xk5ZS

We're #hiring a new Experienced Account Executive in Copenhagen, Capital Region. Apply today or share this post with your network.

Performativ is disrupting the wealth space ensuring that financial services companies from large-scale banks to smaller wealth management entities can confidently navigate the future on scalable infrastructure. 

Our CEO, Albert Geisler Fox is joining a panel on “Wealth Reimagined: Pioneering the Future Landscape of Wealth Management”. 

For those keen on understanding the future of wealth management and digital landscape, Albert stands as a beacon of knowledge and experience. 

More info of the event can be found here: Home | Nordic Fintech Week (nfweek.com)

#performativ #fitforthefuture #nordicfintechweek #shapingthewealthmanagement

Calling all Dutch Wealth Managers…We are thrilled to announce the sponsorship of the upcoming Fund Seminar in Utrecht. This event brings together asset management professionals and offers them the opportunity to engage with a range of renowned fund houses and other actors in the Benelux Wealth industry.

Our Chief Commercial Officer (CCO), Crispin Rolt eagerly anticipates the chance to meet with you. More information about the event can be found at https://lnkd.in/eeqKZDnR.

#perfomativ #Wealthmanagementsolution #fitforthefuture

Today we welcomed Jonas Emil Tøttrup to Performativ on his first day and also took the opportunity for a belated welcome to Steffen Pedersen (who has already embedded himself as a highly valued member of the team).... No they have not just been released from prison, they are standing behind the reinforced steel door of our (quite) new office location at Kronprinsensgade 2 in the centre of Copenhagen. Years ago, the gate provided added security for the vault used by the neighbouring jewellery store... today it keeps us fit trying to open it!  Welcome Jonas and Steffen.
#newhire #wealthmanagement #familyoffice #wealthtech #fitforfuture #performativ

We’re #hiring a new Head of Sales in København, Capital Region. Apply today or share this post with your network.

Petersen & Partners IM

Imperium Family Office

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CrUX Top 10m

Toby Triebel

Koen Vanderhoydonk

The Connector.

Peter Barry

Co-Founder & CTO

Albert Geisler Fox

CEO & Co-Founder

Nordic Countries Startups Founded in 2020

Private Europe, Middle East, and Africa (EMEA) Companies (Top 10K)

Europe, Middle East, and Africa (EMEA) FinTech Companies with Seed Funding

European Union (EU) Companies (Top 10K)

Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s current vendors can now deliver best-in-class reporting.

With a couple of clicks financial institutions can:

 * provide clients and investment managers aggregated, real-time portfolio information in a white-labeled universe.

 * customize contracts and rebalancing proposals

 * streamline regulatory reporting

 * make sure they are up to date with locally relevant KYC/AML guidelines; 

* charge and verify fees for investment management services;

* monitor and set up alerting regimes for the client and investment managers;
and much more.

As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.

FinTech Collective

Seed Round - Performativ

Pre Seed Round - Performativ

Copenhagen

Hovedstaden

Denmark

Europe

Performativ

Growth And Investment Into Family Office WealthTech

Copenhagen-based Performativ secures €5.5 million to ...

ICYMI fintech funding round-up: EduFi, Performativ, Due and ...

FinTech Collective Leads Seed Funding for Danish Wealth Tech Performativ

ICYMI fintech funding round-up: EduFi, Performativ, Due and more

Copenhagen-based Performativ secures €5.5 million to transform Europe's wealth management sector

A comprehensive platform designed for wealth managers, offering tools for portfolio management, client engagement, and operational efficiency.

Automates portfolio rebalancing to maintain target asset allocation, reducing manual effort and operational risk.

Facilitates optimized trading by allowing routing to multiple brokers, enhancing portfolio efficiency.

Provides tools for in-depth risk assessment and reporting, enabling informed investment decisions.

Enables setting of alerts for market events, compliance checks, and client milestones for risk management and regulatory adherence.

Centralizes storage and management of client-related documents for easy access and management.

United States

North America

United Kingdom

India

Asia

Ukraine

Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s current vendors can now deliver best-in-class reporting.

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