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 Where firms once relied on fragmented, outdated systems across front, middle, and back office, Performativ delivers a single cloud-native platform that consolidates portfolio management, performance and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.”