Performativ

What Performativ does

Performativ is the operating system powering tomorrow’s wealth management. It helps wealth and asset managers, investment advisors, multi-family offices, private banks, and financial institutions unify portfolio management, workflows, governance, and digital client experiences within one cloud-native platform. Built for organizations operating across custodians, entities, and jurisdictions, Performativ replaces fragmented systems and manual processes with a structured operating environment designed for scale, control, and operational efficiency. The platform enables consolidation of portfolio and client data into a single source of truth, automation of onboarding, reporting, compliance, and operational workflows, execution of discretionary, advisory, and model-driven mandates with precision, and delivery of modern digital client and advisor experiences within controlled, auditable, and compliant environments. Performativ also embeds AI into core workflows, allowing for AI-native workflows and agentic execution.

Products

• Performativ PlatformA cloud-native platform that unifies portfolio data, advisory workflows, governance controls, and digital client experiences for wealth organizations. It modernizes portfolio management, compliance, reporting, and client engagement within a structured operating framework, replacing fragmented systems. It supports multi-entity structures, regulatory oversight, and institutional-scale complexity. It also integrates AI and agentic capabilities directly into the operating model.
• CenterStageAn AI-powered financial data integration platform for banks, custodians, and large wealth institutions. It transforms fragmented legacy integrations into governed, continuously improving data pipelines, functioning as a modern custodian layer for institutional data. It combines iPaaS capabilities, adaptive data pipelines, and a governed lakehouse architecture to eliminate rigidity, lock-in, and engineering overhead of legacy tooling. It enables discovery, normalization, monitoring, and continuous evolution of capital markets data flows.

Key capabilities

• Consolidate portfolio and client data into a single source of truth
• Automate onboarding, reporting, compliance, and operational workflows
• Execute discretionary, advisory, and model-driven mandates with precision
• Deliver modern digital client and advisor experiences
• Operate within controlled, auditable, and compliant environments
• Operational Governance Built In (enforce rules, permissions, audit trails)
• AI-Native Workflows and Agentic Execution
• Custom Agents for AI-Assisted Operations at Scale
• Deploy AI agents with explicit permissions, policy guardrails, and complete audit trails
• Standardized Workflows Across Teams and Functions
• Automation Across the Wealth Lifecycle (onboarding, reporting, rebalancing, fee management)
• Multi-Custodian Portfolio Management
• Advanced Analytics & Reporting
• Advisor Operating Environment (unified workspace)
• Client Portal & Mobile Application
• Integration with custodians, market data providers, onboarding solutions, and internal banking systems via APIs
• Security, access governance, and auditability embedded into platform architecture
• Unified data foundation (holdings, transactions, private assets)
• Real-time reporting, communication, and insights in a seamless digital interface
• Automated monitoring and rebalancing support
• System Integration (connect core banking systems, custodians, internal tools)
• Standardized Operations (align workflows across advisory, trading, reporting, compliance)
• Governance & Oversight (enforce permissions, controls, audit trails)
• Enterprise-Wide Data Unification Across Banking, Investment, and Insurance Domains
• Modernization of Legacy Platforms Without Disrupting Core Banking Architecture
• Standardized Advisor Workstations Across Branch, Digital, and Hybrid Channels
• Real-Time, Multi-Product Digital Client Experiences
• Centralized Oversight, Governance, and Enterprise Control
• Orchestration Layer (connected enterprise data backbone)
• Intelligence Layer (analytics, controls, automated decisioning)
• AI-Driven Discovery & Schema Mapping (for CenterStage)
• Continuous Transformation & Runtime Learning (for CenterStage)
• Intelligent Monitoring & Exception Handling (for CenterStage)
• FIDA-Ready Wealth Data Views (for CenterStage)
• Embedded Governance & Lineage (for CenterStage)
• Regulatory Context by Design (for CenterStage)
• Operational Control Plane (for CenterStage)
• Human-in-the-Loop Oversight (for CenterStage)
• Data Quality & Lineage Visibility (for CenterStage)
• Runtime Configuration & Change Management (for CenterStage)

Use cases

• Unifying portfolio data, advisory workflows, governance controls, and digital client experiences
• Modernizing portfolio management, compliance, reporting, and client engagement
• Automating reconciliation, data validation, and operational processes
• Managing complexity for growth without increasing headcount
• Running discretionary, advisory, and model-driven mandates
• Delivering consistent digital experiences for advisors and clients
• Managing investments on behalf of others
• Operating discretionary and advisory mandates across custodians
• Allocating capital, executing investment strategies, and overseeing portfolios
• Managing private markets, fund structures, and complex investment vehicles
• Delivering tailored advice and managing client relationships
• Modernizing legacy architectures and standardizing operations for financial institutions
• Streamlining advisory, execution, and client servicing for private banks
• Consolidating portfolio management, reporting, and client engagement for wealth managers
• Improving efficiency and gaining a centralized overview of client assets and risk exposure
• Automating bank feed integration
• Tailoring platforms to handle specific administrative workflows
• Integrating custom risk calculation models
• Calculating annual investment costs for clients
• Managing client portfolios and assessing risk more efficiently
• Transforming fragmented legacy integrations into governed data pipelines (CenterStage)
• Discovering, normalizing, monitoring, and evolving capital markets data flows (CenterStage)

AI approach

Performativ integrates AI and agentic capabilities directly into its cloud-native wealth management platform. It uses AI-assisted discovery and adaptive runtime intelligence for data integration, automating reconciliation, data validation, and operational processes. The platform allows for custom agents with explicit permissions and audit trails, and its CenterStage product uses AI-driven discovery and schema mapping, continuous transformation and runtime learning, and intelligent monitoring for financial data integration.

Tech named: AI-Native Platform, Agentic Capabilities, Custom Agents, AI-Assisted Operations, Model-Driven Workflows, AI-assisted discovery, adaptive runtime intelligence, AI-driven discovery & schema mapping, Continuous Transformation & Runtime Learning, Intelligent Monitoring & Exception Handling

Industries served

• Financial Services
• Wealth Management
• Asset Management
• Alternative Asset Management
• Investment Advisory
• Private Banks
• Multi-Family Offices

What it says sets it apart

• Single cloud-native platform for unified portfolio management, workflows, governance, and digital client experiences
• Replaces fragmented systems and manual processes with a structured operating environment
• Built for organizations operating across custodians, entities, and jurisdictions
• Embeds AI directly into core workflows with AI-native and agentic capabilities
• Designed for scale, control, and operational efficiency
• Offers a single data foundation for holdings, transactions, and private assets
• Provides operational governance with built-in rules, permissions, and audit trails
• Enables growth without increasing headcount by standardizing workflows and automating the wealth lifecycle
• Supports multi-custodian portfolio management with advanced analytics and reporting
• Delivers a consistent digital experience across advisor and client channels
• Integration-first by design with a modular platform for seamless integration with custodians and data providers
• CenterStage productizes the traditional custodian layer into a low-code, AI-assisted integration runtime
• CenterStage is purpose-built for regulated financial data complexity and regulatory scrutiny
• CenterStage offers adaptive, AI-assisted runtime with continuous transformation and runtime learning
• CenterStage provides an operational control plane with human-in-the-loop oversight

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.