Dec 10, 2019
d1g1t is an enterprise-level wealth management platform engineered to meet the needs of all firms providing investment advice, managing investment portfolio or selling wealth management products to individual investors and families.
d1g1t has already signed 11 clients responsible for managing approximately CAD$50 billion of assets under management (AUM). The company signed its first US client - BBR Partners - ranked #8 on Barrons’ Top 50 RIA Firms for 2019. The company is currently speaking with several large banks and building on its momentum to expand its footprint in the U.S.
The firm also recently announced a strategic partnership with CI Financial, an independent Canadian company offering global asset management and wealth management advisory services. As part of the agreement, CI will deploy the d1g1t technology platform across the firm’s advisory businesses and is making an equity investment in d1g1t equal to 9.5% of the company.
This builds upon their Series A financing which saw Purpose Financial, Extreme Venture Partners, Portag3, Illuminate Financial, angel investors and d1g1t clients invest over CAD$12M to fund the continued growth of its enterprise wealth management platform. I felt compelled to find out more about how d1g1t is transforming this space through technology.
An Internationally recognized Quant and Fintech entrepreneur, Dr. Dan Rosen is also an Adjunct Professor of Mathematical Finance at the University of Toronto, and was the first Director of the Center for Financial Institutions at the Fields Institute.
Dan has also worked with numerous financial institutions around the world, lectures extensively on risk and portfolio management, financial engineering, and Fintech innovation, and has authored numerous research publications and several patents.
In 2010, he was inducted a Fellow of the Fields Institute for his “outstanding contributions to the Fields Institute, its programs, and to the Canadian mathematical community”. Dan was the co-founder and CEO of R² Financial Technologies, acquired by S&P Capital IQ in 2012.