d1g1t

d1g1t makes an enterprise wealth management platform for multi-family offices, RIAs, broker-dealers, custodians and bank advisor networks whose clients are wealthy families and individuals. The Toronto company says more than 90 wealth firms across North America use the software.

The platform is built around a performance and risk analytics engine that values holdings across equities, fixed income, options, futures, private equity and other alternatives, and measures net worth across custodied and off-balance-sheet assets. Firms use it to produce client statements and tax reports, build and share model portfolios and blended benchmarks, run single or bulk rebalancing with trade execution over FIX, administer fees, monitor mandate and risk breaches, and track business KPIs by region, team or advisor. Clients get a white-labeled portal and iOS and Android apps, and documents can be published from a central vault. An MCP server lets AI tools such as Claude, ChatGPT and Microsoft Copilot query platform data to prepare meeting briefs and custom report decks.

d1g1t was founded in 2017 by Dan Rosen, Philippe Rouanet and Benoit Fleury and is venture-backed; in July 2025 RBC led an investment round with JAM FINTOP participating. Named partners include Conquest, Flyer Financial Technologies, FutureVault, Mako and Synpulse.