d1g1t

Toronto, Canada Founded: 2014 • Age: 12 yrs
Wealth management solutions are offered online for advisers and investors.

About d1g1t

d1g1t is a Technology company based in Toronto (Canada) founded in 2014. Wealth management solutions are offered online for advisers and investors. d1g1t has raised $24.33 million across 7 funding rounds from investors including Canadian Imperial Bank of Commerce, National Bank of Canada and RBC Royal Bank. Its website d1g1t.com draws about 21 thousand monthly visits. d1g1t offers products and services including Business Monitoring, Client Management, Reporting, and Trading and Rebalancing. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite.

Company details

d1g1t was founded in 2014 in Toronto, Canada, as an online platform in the wealth management sector. Services are provided to advisers and investors through advanced analytics and risk management tools for portfolio oversight. Client management is supported, along with monitoring of business growth, historical performance reviews, future risk evaluations, onboarding processes, and portfolio tracking functionalities. Operations focus on streamlined financial advisory tools.

  • Headquarters Toronto, Canada
  • Sectors
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website d1g1t.com
  • Social LinkedIn X
Key Metrics

Products & Services of d1g1t

d1g1t offers a comprehensive portfolio of products and services, including Business Monitoring, Client Management, Reporting, and Trading and Rebalancing.

Business Monitoring
Analytics Tool

Tool for tracking key metrics in wealth management operations.

Client Management
CRM System

System to handle client portfolios and interactions efficiently.

Reporting
Data Visualization

Generates performance reports for financial advisors and clients.

Trading and Rebalancing
Transaction Platform

Facilitates trading activities and portfolio rebalancing processes.

Funding Insights of d1g1t

d1g1t has successfully raised a total of $24.33M across 7 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $24.33M
  • Total Rounds 7
  • First Round $6.8M

    (Nov 2018)

  • Investors Count 14

All 7 funding rounds of d1g1t with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jul 2025Series B––
Sep 2023Debt – Venture––
Sep 2023Series B–MissionOG
Jun 2023$2.25MSeries B––
–
Jun 2021$13MSeries B–CI Financial
Jul 2019$2.29MSeries A–Illuminate Financial
–
Nov 2018$6.8MSeries A–Purpose Financial Services
Valuation history

14 investors in total: 14 institutional.

Investors in d1g1t

d1g1t has secured backing from 14 investors, including institutional and venture fund investors. Prominent investors backing the company include Canadian Imperial Bank of Commerce, National Bank of Canada and RBC Royal Bank.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Growth-stage US companies are invested in by MissionOG.
missionog.comPhiladelphia, United States
illuminatefinancial.com
Seed & early stage tech-focused VC firm investing in geographies such as the US and Canada
evp.vcToronto, Canada
Venture capital firm focused on banktech sectors
jamfintop.comNew York, United States
Commercial banking services are provided to individuals and businesses.
1867cibc.comToronto, Canada
Wealth management and asset management advisory services are provided.
1965cifinancial.comToronto, Canada
Commercial bank
1859nbc.caMontreal, Canada
Diversified investment management firm
2012purposeinvest.comToronto, Canada
A multi-family office firm specializing in wealth management and investment advisory services for high-net-worth clients.
2016figtreegroup.comBridgetown, Barbados
Purpose Investments is engaged in providing financial investment solutions.
purposefin.com
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Investor details for d1g1t

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
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Verified entity values are shown only after access is granted.

People of d1g1t

31 people are tracked at d1g1t (12 in leadership, 1 in board & advisors, 18 in team).

NameRoleGroup
Dan Rosen
Chief Executive OfficerLeadership
Benoit Fleury
Chief Product OfficerLeadership
Tate Haymond
Chief Revenue OfficerLeadership
David Karchmer
Chief Technology OfficerLeadership
Eileen Tur
VP of FinanceLeadership
Brandon Swanson, CFA
Senior Director, DistributionLeadership
Philippe Rouanet
Co-Founder and COOLeadership
Ray Huang
Vice President of Operations and SecurityLeadership
Todd Wade
Director, Information Security and RiskLeadership
Chris Sun
Director, Quantitative DevelopmentLeadership
Sathish Kumar Devasenapathy
Director, Cloud Infrastructure And Systems OperationsLeadership
Ruth Sorrells
Sr. Director, DistributionLeadership
Ian Ainsworth. MBA CFA
DirectorBoard & advisors
Steeve Pratte
Business Development ManagerTeam
Polina Zolotukhina
Software DeveloperTeam
Seif Hassan
Project Manager, OperationsTeam
SRINIVAS K
Cloud Engineer/DeveloperTeam
Christy Sneddon
Sr. Client Experience ManagerTeam
Priyank Purohit
Lead Software EngineerTeam
Allysone Mcgreal
Office Manager/EATeam

11 more people are available in the full profile.

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Complete people profiles for d1g1t

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
  • Board tenure
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Verified entity values are shown only after access is granted.

Timeline of d1g1t

3 dated milestones of d1g1t across 11 years, from founding to its latest funding, stage changes and deals.

  1. Founded d1g1t is founded.
  2. Funding First funding round of $6.8M.
  3. Funding Latest funding round, Series B,.

Web traffic of d1g1t

The website of d1g1t (d1g1t.com) receives about 21.1K visits a month.

  • Monthly visits
    21.1K

    ▲ 11.1% vs previous month

Similar websites

Websites whose visitors overlap most with d1g1t. Affinity shows how closely the audiences match.

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tangerine.ca
100%
5.7M#7,260View details
rbcroyalbank.com
95%
22.1M#3,396View details
mandevilleinc.com
91%
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harnessinvest.ca
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Related news about D1g1t

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Frequently Asked Questions about d1g1t

d1g1t was founded in 2014 and raised its 1st funding round 4 years after it was founded.

d1g1t is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

d1g1t is a funded company, having raised a total of $24.33M across 7 funding rounds to date. The company's 1st funding round was a Series A of $6.8M, raised on Nov 2018.

d1g1t was founded in 2014 in Toronto, Canada, as an online platform in the wealth management sector. Services are provided to advisers and investors through advanced analytics and risk management tools for portfolio oversight. Client management is supported, along with monitoring of business growth, historical performance reviews, future risk evaluations, onboarding processes, and portfolio tracking functionalities. Operations focus on streamlined financial advisory tools.

d1g1t offers Business Monitoring, Client Management, Reporting, and Trading and Rebalancing.

d1g1t has 14 investors. Key investors include Canadian Imperial Bank of Commerce, National Bank of Canada, RBC Royal Bank, CI Financial, and OMERS.

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