Banking Leader Jacob Dahl Joins Performativ as Chair to Support Its Next Phase of Enterprise Growth

Copenhagen – July 1: Performativ, the next-generation operating system for wealth management, today announced that Jacob Dahl has joined the company as Chair of the Board. Dahl, a former Senior Partner and Co-Leader of the Global Banking Sector at McKinsey & Company, brings more than three decades of experience advising and leading financial institutions across Europe, the Middle East, Africa and Asia.

The appointment follows Performativ’s recent $14 million Series A round, led by Deutsche Börse Group, with participation from Rabo Investments, Jacob Dahl and existing investors including FinTech Collective and EIFO. Dahl’s move from investor to Chair marks a further endorsement of Performativ’s mission to modernise the technology backbone of wealth management and support the company as it expands deeper into the enterprise segment.

Founded in 2020, Performativ has spent the past six years eliminating the operational debt that has held the wealth management industry back. While many firms still rely on fragmented legacy 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.

With embedded AI agents automating manual workflows across the wealth management value chain, Performativ is helping wealth and asset managers, private banks and financial institutions move toward more scalable, integrated and data-driven operating models.

Jacob Dahl, Chair of Performativ, commented:

‍“Wealth management is entering a new era, where institutions can no longer rely on fragmented systems, manual processes and outdated infrastructure to serve increasingly complex client needs. Performativ has built a platform that addresses this challenge at its core: a unified, AI-native operating system designed for the realities of modern wealth management. I am excited to support Albert and the team as they scale the company and bring this technology to more private banks and financial institutions across Europe.”

Over the course of his career, Dahl has held senior leadership roles across global banking and financial services. At McKinsey & Company, he led the firm's banking practices across multiple regions, including Scandinavia, EEMA (Europe, Eastern Europe, Middle East and Africa) and Asia, and co-led its Global Banking Sector. Earlier in his career, he co-founded Basisbank and held senior roles in corporate banking, private banking and capital markets.

His experience spans banking strategy, large-scale transformation, technology and cyber risk, financial risk management, compliance, and complex stakeholder environments, all of which are becoming increasingly central to Performativ's work with larger financial institutions.

Albert Geisler Fox, CEO of Performativ, added:

“Jacob has spent his career working with some of the world’s leading banks and financial institutions, and he brings a rare combination of strategic insight, operational understanding and deep industry credibility. His decision to join Performativ as Chair is a strong signal of confidence in what we are building. As we continue expanding into the enterprise segment, Jacob’s guidance will be invaluable in helping us serve larger institutions with more complex requirements.”

The appointment strengthens Performativ’s position as it scales across Europe, continuing to support wealth and asset managers while expanding its focus on private banks and larger financial institutions. With fresh capital, a growing enterprise footprint and Dahl as Chair, Performativ is well positioned to accelerate the adoption of integrated, AI-native infrastructure across the wealth management industry.