.svg){kind=icon}
.svg)
The past month was a defining one for Performativ. We announced our $14M Series A, an important milestone in our growth journey. Alongside the announcement, this month’s edition of Performativ Pulse includes the introduction of our new logo, a couple of stories from across the wealth management industry, as well as an invitation to join us for our upcoming Wealth Management Mixer in Stockholm.
Here’s what’s inside:
- Invitation to Wealth Management Mixer
- Performativ Raises $14M Series A
- A New Logo Built Around One Idea
- How Valuedge Grew 20% Without Adding Headcount
- What It Takes to Lead a Nearly100-Year-Old Asset Manager
Invitation to Wealth Management Mixer in Stockholm
On May 21, we’re bringing our Wealth Management Mixer series to Stockholm in partnership with NIO Partners. Hosted at the spectacular SoHo House, the evening will bring together executives from across the Nordic wealth management ecosystem for networking, drinks, and hors d’oeuvres. If you’re in Stockholm that day, we would love to see you!
Performativ Raises $14M Series A
On April 28, we announced that Performativ has raised a $14 million Series A funding round led by Deutsche Börse Group, with participation from Rabo Investments, Jacob Dahl, former Senior Partner & Co-Leader of the Global Banking Sector at McKinsey & Company, and existing investors including FinTech Collective and EIFO, the Danish sovereign wealth fund.
The investment marks the next phase of our growth journey as we continue supporting wealth and asset managers, investment advisors, and multi-family offices across Europe, while also expanding our presence among private banks and larger financial institutions.
A New Logo Built Around One Idea: Growth
We have introduced a new logo for Performativ. It is built around a simple idea: how we help our clients grow with greater efficiency and less operational complexity. The new identity reflects the direction of both our platform and the firms we work with every day. It represents scalable growth, modern operations, and a more automated way of working. A new look, but we are still the operating system powering tomorrow’s wealth management.
How Valuedge Grew 20% Without Adding Headcount
Two years after implementing Performativ, Dutch wealth manager Valuedge has fully embedded our platform into daily operations and the results are tangible. Before migrating, the firm relied on multiple disconnected systems across portfolio management, CRM, reporting, invoicing, and client communication. Today, those workflows are consolidated into one unified platform. According to Partner & CIO Renco van Schie, tasks that previously took six to eight hours can now be completed within one hour. Reporting and invoicing are streamlined, client feedback has improved, and the firm grew 20% last year without increasing headcount.
What It Takes to Lead a Nearly 100-Year-Old Asset Manager
In the latest episode of Wealth Insider, we sat down with Erik Bakker, CEO of OHV, one of the Netherlands’ most established independent asset managers with roots dating back to 1932. The conversation explores how OHV evolved from an institutional broker into a modern multi-service asset management company while staying relevant across decades of market cycles. From long-term risk management and in-house brokerage to digital client expectations and leadership culture, the episode offers a candid look at what it takes to build an asset management firm for the long term.
Do you know someone who should receive our newsletter?
If you enjoy reading our newsletter, why not share it with someone who might too? Make sure they don’t miss out - subscribe them today.
