# D1G1T

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/d1g1t

- Industry: Software
- Headquarters: Toronto, Canada
- Website: www.d1g1t.com
- Total disclosed funding: $9.1M
- Latest round: Series A (Jul 10, 2019)
- Investors on record: 4

## About

D1G1T Inc. is a Canadian company specializing in enterprise wealth management solutions. Their platform enhances operational efficiency and client engagement for financial advisors and firms, supporting a digital transition in wealth management.Founded in 2017, D1G1T Inc. operates from Toronto, Canada, focusing on providing innovative wealth management solutions. Philippe Rouanet leads as founder, while Dan Rosen serves as CEO. The company has completed 5 deals, with the latest funding round occurring on September 27, 2023, when it raised CAD 16.00 mn, primarily from CI Financial Corp., along with several other investors. The total amount raised by the company stands at CAD 16.00 mn.D1G1T offers a comprehensive enterprise wealth management platform designed to streamline operations and enhance the client experience for financial advisors and firms. The platform integrates functionalities across the wealth management lifecycle, including business monitoring, client management, reporting, trading and rebalancing, compliance, and document management. It empowers advisors to manage complex client portfolios through a user-friendly interface with real-time analytics, ensuring full transparency for clients and their families. This platform caters particularly to multi-family offices, registered investment advisors (RIAs), broker-dealers, and bank advisor networks, enabling a transition to a digital business model. D1G1T’s services are primarily available in North America, focusing on enhancing the efficiency of wealth management practices in this region.D1G1T's revenue model is based on subscription services for its enterprise wealth management platform. Clients, including financial advisors and wealth management firms, pay for access to the platform and its integrated services. The subscription fees are structured to align with the scale of the firm's operations, allowing flexibility for various client needs. The platform's tools for client management and portfolio oversight enhance advisor-client relationships, generating ongoing revenue through annual or monthly fees, establishing a stable income stream for D1G1T.In September 2023, D1G1T Inc. raised CAD 16.00 mn in a funding round that included venture debt from CIBC Innovation Banking. The company will utilize this funding to further develop its products, enhance its offerings, and expand its presence in the US market. Future strategies involve the launch of new products designed to meet the evolving needs of wealth management, with specific timelines and additional markets targeted for expansion to be defined in forthcoming plans.

## Funding rounds

- Series A, Jul 10, 2019, $2.3M — Illuminate Financial
- Series A, Nov 15, 2018, $6.8M — Extreme Venture Partners, Portage Ventures, Purpose Investments Inc.

## Investors

- Extreme Venture Partners (https://capitalatlas.ai/funds/extreme-venture-partners) — Series A
- Portage Ventures (https://capitalatlas.ai/funds/portage-ventures) — Series A
- Purpose Investments Inc. — Series A
- Illuminate Financial (https://capitalatlas.ai/funds/illuminate-financial) — Series A