Performativ delivers a cloud-native SaaS operating system that consolidates portfolio management, analytics, client reporting, compliance, multi-custodian data aggregation and trading into a single platform supporting front, middle and back office workflows. Founded in 2020 and led by CEO Albert Geisler Fox, the company has established traction across Europe with small and mid-sized wealth and asset managers and is scaling into the enterprise segment to serve private banks and larger financial institutions. It positions itself to help clients navigate regulatory complexity and evolving client expectations through scalable technology. The recent $14M Series A will fund accelerated European expansion and a deeper push into larger institutional customers. The company’s investor base now includes strategic and financial backers such as Deutsche Börse Group, Rabo Investments, McKinsey and Company, Jacob Dahl, FinTech Collective and EIFO.

Total raised

$20M

Funding rounds

2

Latest round

Series A

Latest activity

Apr 2026