Performativ - Wealth Management Software | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Performativ is a wealth management software platform that streamlines portfolio management, compliance, and operational workflows for various financial professionals, including wealth managers, asset managers, and banks. The platform consolidates diverse client holdings into a single interface, providing a clear view of wealth portfolios. It automates repetitive tasks and integrates with custodians and existing systems, which helps reduce operational costs and boost productivity.

The platform features advanced portfolio analysis, liquidity management, dynamic asset allocation, and regulatory compliance tools. It also offers customizable dashboards and supports branded client portals, enhancing client engagement through personalized reporting. Designed to scale with firms as they grow, it ensures technology can adapt without major changes. The company prioritizes data security and continuous innovation based on client feedback, and serves a diverse customer base across Europe with a global team led by experienced professionals in software engineering and finance.