d1g1t was founded by Dan Rosen, Philippe Rouanet, Benoit Fleury in 2017.

Who are d1g1t's investors?

d1g1t's investors include Extreme Venture Partners, Extreme Venture Partners LLP, FINTOP Capital, MissionOG, NAventures, Gibraltar Ventures, Illuminate Financial.

How much funding has d1g1t raised?

d1g1t has disclosed $2.3M raised across 1 round.

Where is d1g1t headquartered?

d1g1t is headquartered in Toronto, CA.

d1g1t

Toronto, CA · Founded 2017 · 93 employees on LinkedIn · 7 known investors

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d1g1t provides wealth management and portfolio management software for financial advisors, RIAs, and multi-family offices. The platform consolidates reporting, analytics, and client communication tools to help wealth management firms scale their services.

Enterprise Software Fintech SaaS

Founders & leadership

d1g1t was founded in 2017 by Dan Rosen, Philippe Rouanet, and Benoit Fleury.

Dan Rosen CEO and Co-FounderDan Rosen spent a decade at Algorithmics leading research and financial engineering before co-founding R2 Financial Technologies, a risk and portfolio management firm acquired by S&P Capital IQ in 2012. He is an adjunct professor of mathematical finance at the University of Toronto and co-founded d1g1t, a wealth management platform for financial advisors and asset managers.

Philippe Rouanet FounderPhilippe Rouanet is co-founder and COO of d1g1t, which provides wealth management and portfolio management software for financial advisors and multi-family offices. He previously served as Vice-President of Operations for S&P Capital IQ's Portfolio Risk division and was co-founder and COO of R2 Financial Technologies, which was acquired by S&P Capital IQ; before that, he spent eight years at Algorithmics as head of Research and Development and Product Management.

Benoit Fleury FounderBenoit Fleury is co-founder of d1g1t, a wealth management software platform for financial advisors and multi-family offices. He brings experience in portfolio management, performance analytics, and quantitative risk from prior work in financial technology.

Jason MarksNamed on SEC filing

Darie UrbankyNamed on SEC filing

Andrew L. NewcombNamed on SEC filing

Board

Ian AinsworthDirector

Som Seif Board directorCEO at Purpose Investments

Investors · 7

Extreme Venture Partnerslisted by Extreme Venture PartnersToronto · $182.5K – $1.1M

How we know: Extreme Venture Partners's portfolio page · open dataset · 5k.vc investor directory · Not right? Tell us

Extreme Venture Partners LLPlisted by Extreme Venture Partners LLP

How we know: Extreme Venture Partners LLP's portfolio page · Not right? Tell us

FINTOP Capitallisted by FINTOP CapitalNashville

How we know: FINTOP Capital's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

MissionOGlisted by MissionOGPhiladelphia · $5M – $10M

How we know: MissionOG's portfolio page · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

NAventureslisted by NAventuresToronto

Gibraltar VenturesinferredTorontovia Som Seif · board

How we know: board seat on SEC Form D · Not right? Tell us

Illuminate FinancialreportedLondon · $1M – $8M

How we know: a partner's Signal profile · the VCSheet dataset · open dataset · 5k.vc investor directory · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$2.3M disclosed across 1 round · 2023

▶$2.3MraisedJun 2023 · 2 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Jason MarksDirector
Dan RosenExecutive Officer, Director
Benoit FleuryExecutive Officer, Director
Ian AinsworthDirector
Darie UrbankyDirector
Philippe Marcel RouanetExecutive Officer, Director
Som SeifDirector
Andrew L. NewcombDirector

Offering amount: $2.3M
Amount sold: $2.3M
First sale: May 2023
Incorporated: Corporation, Canada (federal Level)
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 2

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OrionOrion provides a digital investment portal that enables financial advisors and wealth management firms to access and deploy vetted strategist models for equities, fixed income, and alternatives across client portfolios at scale. The platform offers customization tools, research on strategists, and automated rebalancing capabilities while maintaining advisor control over investment decisions.

Companies working in the same space as d1g1t.

Frequently asked questions

What does d1g1t do?: d1g1t provides wealth management and portfolio management software for financial advisors, RIAs, and multi-family offices. The platform consolidates reporting, analytics, and client communication tools to help wealth management firms scale their services.
Who founded d1g1t?: d1g1t was founded by Dan Rosen, Philippe Rouanet, Benoit Fleury in 2017.
Who are d1g1t's investors?: d1g1t's investors include Extreme Venture Partners, Extreme Venture Partners LLP, FINTOP Capital, MissionOG, NAventures, Gibraltar Ventures, Illuminate Financial.
How much funding has d1g1t raised?: d1g1t has disclosed $2.3M raised across 1 round.
Where is d1g1t headquartered?: d1g1t is headquartered in Toronto, CA.