Copenhagen-based Performativ has raised €11.96 million in a Series A funding round to expand its AI-native operating system for wealth management. The round was led by Deutsche Börse Group, with participation from Rabo Investments, the investment arm of Rabobank, and Jacob Dahl, former Senior Partner at McKinsey’s Global Banking Sector.
The startup’s platform automates key wealth management functions using artificial intelligence. It handles client onboarding, portfolio construction, and regulatory compliance without traditional manual processes. Performativ serves asset managers, private banks, and family offices seeking efficiency gains in digital wealth services.
Deutsche Börse Group’s involvement signals confidence in the platform’s potential. The exchange operator has been expanding into financial technology to support digital asset and data-driven services. Rabo Investments focuses on fintech and sustainable finance, aligning with Performativ’s automation-driven approach.
Jacob Dahl brings governance and banking expertise from McKinsey, where he advised global institutions on digital transformation. His participation reflects growing interest from industry veterans in AI applications for traditional finance.
Performativ plans to use the funds to hire engineers, expand into new markets, and enhance its AI models. The company competes with firms like Temenos and Avaloq in the digital wealth management space, targeting institutions that need scalable technology.
Source: eu-startups.com