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Performativ

Performativ

Private

Last Round

Series A

Apr 28, 2026

Total Funding Raised

$7.31M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Performativ is a fintech company that provides a cloud-native wealth management operating system designed to streamline portfolio management, compliance, reporting, and trading for wealth managers, asset managers, and financial institutions.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

wealth management softwareportfolio management systemPMSwealth techclient reporting portaldata aggregationAI-native operating systemworkflow automationSaaS wealth platformfamily office softwareAI agent workflowsback-office automationasset management softwarefinancial data aggregationinvestment platform

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Performativ Comps

Public and private peers based on sector, stage, and business model.

Performativ comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Performativ Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AApr 28, 2026
SeedNov 9, 2023
Pre SeedApr 29, 2021

Key People

Founding team and executive leadership

Peter Barry

Co-founder CTO

Founding Team

Performativ Investors

Notable investors and investment history

Performativ investors
InvestorRounds
Innovation Fund DenmarkPre Seed
FinTech CollectiveSeries A, Seed
iGlobe PartnersSeed, Pre Seed
The Export and Investment Fund of DenmarkSeed, Series A, Pre Seed
UpfinSeed, Pre Seed
Rabo InvestmentsSeries A
Deutsche Börse GroupSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 26, 2026

    Grew 20% quarter-over-quarter, from 41 to 49 employees.

  • Apr 28, 2026

    $14M round led by Deutsche Börse Group.

Performativ Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Performativ Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Performativ's valuation, stock price, and market status.

Firmographic Details

HeadquartersCopenhagen
Employee Range49
Year Founded2020
Last FundingApr 28, 2026

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