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About Performativ

Much of wealth management still runs on software built for another era: batch files, overnight reconciliation, manually assembled reports, and disconnected systems. Advisers and operations teams spend too much of their time working around their technology rather than serving clients. Performativ is replacing that infrastructure. We provide one platform for portfolio management, reporting, compliance, trading, and client engagement, built around how modern wealth managers actually operate.

Founded in 2020 by Albert Geisler Fox and Peter Barry.

Founded
2020
Employees
11 to 50
Total funding
$6.6M
Hiring in
1 city