d1g1t
Toronto · Founded 2017 · 93 employees on LinkedIn · 7 known investors
Find your way into d1g1t
359 people in our graph share verified history with the d1g1t team — schools, employers, funds. One of them is your warm intro.
Angelaunlockedknows Dan Rosen · together at University of Toronto (overlapped)
×2knows the team · via University of Toronto
×6knows the team · via S&P Capital IQ
knows the team · via Collège Jean-de-Brébeuf
×2knows the team · via HEC Montréal
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.
Founders & leadership
d1g1t was founded in 2017 by Dan Rosen, Philippe Rouanet, and Benoit Fleury.
DR
Dan RoseninCo-founder & CEODan 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.
PR
Philippe RouanetinCo-founder & COOPhilippe 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.
BF
Benoit FleuryinCo-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.
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 · 2
by search overlap
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.
Orion9 shared keywordsOrion 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 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 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.