d1g1t
Toronto · 7 known investors
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 SoftwareFintechSaaS
Founders & leadership
DR
Dan RoseninCo-founder & CEO
PR
Philippe RouanetinCo-founder & COO
BF
Benoit FleuryinCo-founder
PM
Philippe Marcel RouanetCo-founder
JM
Jason MarksinNamed on SEC filing
DU
Darie UrbankyNamed on SEC filing
AL
Andrew L. NewcombNamed on SEC filing
Board
Investors · 7
Reported raises · per SEC filings
Form D private placements$2.3M disclosed across 1 round · 2023
▶$2.3MraisedJun 2023 · 2 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlapInvestmentnews18 shared keywordsInvestmentNews is a news and media publication covering the financial advisory and wealth management industry, reporting on regulation, markets, RIAs, ETFs, and retirement planning. It serves financial advisors and wealth professionals through articles, interviews, and video content.
SmartAsset18 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Wealthmanagement16 shared keywordsWealthManagement.com is a media and news publication covering the wealth management and financial advisory industry, offering research, industry awards, and editorial features on topics like estate planning, retirement plans, and advisor technology. It serves financial advisors, wealth management firms, and plan sponsors.
Orion9 shared keywordsOrion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices, combining portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and an enterprise AI layer (Denali AI). It also offers investment solutions including TAMP, OCIO, and custom indexing through its wealth management division.
Companies competing with d1g1t for the same Google search keywords, organic and paid, via search-intersection analysis.
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, Philippe Marcel Rouanet.
- 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.