d1g1t already has six signed clients, including four early adopter clients which are some of the leading Canadian wealth management firms, responsible for managing an approximately CAD $13 billion of assets under management (AUM) for over 5,000 households. d1g1t is currently speaking with large banks and is in the process of expanding its footprint in the U.S. The firm has recently closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. d1g1t has raised in excess of CAD $9 million over two private investment rounds lead by Purpose Financial, and other investors including highly-regarded Fintech investors Extreme Venture Partners and Portag3, as well as a group of angel investors and d1g1t clients.
d1g1t also recently received an extension of CAD$3M as an extension of their Series A round in financing from Illuminate Financial Management bringing the total raised to over CAD$12M. 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.