Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group has invested in Performativ, a Denmark-based company that offers a next-generation investment management system for the wealth management industry. Deutsche Börse Group is leading the US$14 million Series A round, with participation from Rabo Investments, the investment arm of Rabobank, Jacob Dahl, former Senior Partner & co-Leader of Global Banking Sector, McKinsey & Company, and existing investors like FinTech Collective and EIFO, the Danish Sovereign Wealth fund. Deutsche Börse Group’s investment amounts to US$9.2 million, representing a minority stake. Closing is expected to occur shortly, subject to standard closing conditions.

Founded in 2020, Performativ has spent six years eliminating the operational debt that has held the wealth management industry back. Where firms once relied on fragmented, outdated systems across front, middle, and back office, Performativ delivers a single cloud-native platform that consolidates portfolio management, performance and attribution analysis, risk analytics, compliance, reporting, multi-custodian data aggregation, and trading into one unified operating system. Embedded AI agents automate the manual workflows that have defined inefficiency across the industry for decades. 

By investing in Performativ, Deutsche Börse Group is further strengthening its leadership in the buy-side space. Wealth management represents a significant and rapidly growing part of global buy-side assets, and it comes with unique requirements for granular, end-investor level information. Performativ’s next-generation operating system presents a decisive answer to this challenge.

Christian Kromann, member of the Executive Board of Deutsche Börse Group, commented: “We are excited to invest in Performativ. By doing so, we as Deutsche Börse Group are further strengthening our Investment Management Solutions proposition as we continue to build out our comprehensive ecosystem for the buy side. We are thrilled to continue to lead the transformation across the investment management industry.”

Albert Geisler Fox, CEO of Performativ, added: “We are proud to partner with Deutsche Börse Group as we enter the next phase of our growth journey. Over the past six years, we have established ourselves as the leading platform for small and mid-sized wealth managers across Europe by modernizing legacy operations with AI-native workflows. With this investment, we will cement our position within the enterprise segment, bringing our technology to visionary private banks and ambitious large-scale wealth management providers.”
 
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[Editorial note: We kindly provide you with printable photos of Christian Kromann and Albert Geisler Fox.]

Media contact:

Deutsche Börse Group
Claudia Searle-White
+49 69 211 13384
Claudia.searle-white@deutsche-boerse.com 

Natália Kianickova
+49 69 211 14795
natalia.kianickova@deutsche-boerse.com

Performativ
Christian Voss Pedersen
+45 31 89 41 12
Christian.pedersen@performativ.com

About Deutsche Börse Group

As an international exchange organization and innovative market infrastructure provider, Deutsche Börse Group ensures that capital markets are fair, transparent, reliable, and stable. With its wide range of products, services, and technologies, the Group organizes safe and efficient markets for sustainable economies.

Its business areas cover the entire financial market process chain. This includes the provision of indices, data, software, SaaS, and analytical solutions, as well as admission, trading, and clearing. Additionally, it comprises services for funds, the settlement and custody of financial instruments, and the management of collateral and liquidity. As a technology company, the Group develops state-of-the-art IT solutions and offers IT systems worldwide.

Via its corporate venture capital arm, DB1 Ventures, Deutsche Börse Group aims to be a strategic partner of choice for early-stage to growth-stage fintech start-ups which are core or adjacent to its strategy, to generate attractive investment returns, and to add strategic value to the growth plans of its portfolio companies.

With more than 16,000 employees, the Group is headquartered in the financial center of Frankfurt/Rhine-Main and has a strong global presence in locations such as Luxembourg, Prague, Cork, London, Copenhagen, New York, Chicago, Hong Kong, Singapore, Beijing, Tokyo, and Sydney.

About Performativ

Performativ provides a next-generation operating system for wealth and asset managers, designed to eliminate the operational debt that has long defined the industry. Delivered as a cloud-native SaaS solution, the platform consolidates portfolio management, analytics, client reporting, compliance, multi-custodian data aggregation, and trading into a single, scalable system, supporting seamless workflows across front, middle, and back office.

With embedded AI agents, Performativ automates manual processes and improves operational efficiency across the investment lifecycle. By replacing fragmented legacy systems with a unified infrastructure, the platform enables firms to modernize their operating models and deliver more transparent, data-driven investment services.

Across Europe, Performativ has established itself as a leading platform for small and mid-sized wealth and asset managers and is scaling its presence in the enterprise segment, serving private banks and larger financial institutions with complex operational requirements. The company supports clients in navigating increasing complexity, regulatory demands, and evolving client expectations through scalable, future-ready technology.

Headquartered in Copenhagen, Performativ serves clients across multiple European markets and is backed by leading international investors.