d1g1t Inc.

d1g1t Inc.

Private
Toronto, OntarioFinTechhttps://www.d1g1t.com

Last Round

Strategic

Jul 16, 2025

Total Funding Raised

$9.12M

Company Overview

d1g1t Inc. is a Canadian financial technology company that provides an enterprise wealth management platform. Founded in 2016 by Dr. Dan Rosen, Philippe Rouanet, and Benoit Fleury, the company aims to replace the patchwork of legacy systems used by wealth management firms. The platform integrates institutional-grade analytics and risk management tools to cover the entire advisory lifecycle, including client management, portfolio analysis, performance reporting, trading, rebalancing, and compliance. It serves a range of clients, including RIAs, multi-family offices, broker-dealers, and banks, enabling them to improve operational efficiency and enhance the digital experience for their clients. The company is venture-backed, with investors including RBC, MissionOG, and CI Financial.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Financial Data, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

wealth management platformwealthtechadvisor platformportfolio managementrisk analyticsRIA softwareadvisor techunified wealth platformHNW wealth managementUHNW wealth managementmulti-family office softwareportfolio rebalancinginstitutional analyticsclient portalcompliance tools

Historical Pricing

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d1g1t Inc. Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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d1g1t Inc. Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
StrategicJul 16, 2025
VC RoundSep 27, 2023
DebtSep 27, 2023
VC RoundJun 24, 2021
Series A ExtensionJul 10, 2019
Series A
Nov 16, 2018

Key People

Founding team and executive leadership

Philippe Rouanet

Co-Founder And COO

Founding Team

Dan Rosen

Chief Executive Officer

Executive Team

Benoit Fleury

Chief Product Officer

Executive Team

d1g1t Inc. Investors

Notable investors and investment history

Market signals

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  • Apr 27, 2026

    Won two PWM Wealth Tech Awards for Portfolio Management and Family Office Technology.

  • Mar 24, 2026

    Recognized for WealthTech excellence in the 2026 Wealth Professional Awards.

d1g1t Inc. Filings

SEC and related filings with document metadata.

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d1g1t Inc. Filings

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Frequently Asked Questions

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Firmographic Details

HeadquartersToronto, Ontario
Employee Range95
Year Founded2016
Last FundingJul 16, 2025

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