July 22, 2026 | NCFA Companies On The Move | Wealth Investing And Trading, Artificial Intelligence And Data, Risk Compliance And Regtech
d1g1t Company Profile: Growth, Wealth Platform And AI Strategy
Founded2017
OriginToronto, Canada
FoundersDr. Dan Rosen, Philippe Rouanet and Benoit Fleury
Company StageExpand / Scale
d1g1t is a Toronto wealthtech company whose enterprise platform brings portfolio management, performance and risk analytics, trading, reporting, billing, compliance and client engagement into one system. The company says more than 90 wealth firms across North America use the platform, representing over C$200 billion in assets across 600,000 accounts, 250,000 clients, 2,000 advisors and 20,000 users. Those assets belong to client firms and their investors; d1g1t supplies the technology rather than managing the money.
Its July 2026 launch of a server built on Model Context Protocol (MCP) connects that governed portfolio data to Claude, ChatGPT, Microsoft Copilot and other compatible AI tools. Advisors can ask questions about households, holdings, performance, exposures and mandate breaches without working through every screen by hand. The launch matters because d1g1t isn’t adding AI to an empty interface. It’s making an established wealth operating system callable by the assistants firms are beginning to use.
Why Wealth Firms Are Choosing d1g1t
Wealth firms rarely replace a core platform for one clever feature. They do it because too many systems, spreadsheets and handoffs have made the business difficult to run. d1g1t sells against that fragmentation. Its platform gives advisors, operations teams, portfolio managers and compliance staff a common set of household, account, portfolio and risk data, then uses the same engine across reporting, trading, billing and client work.
Recent customer decisions show the size of the jobs it is winning. PWL Capital selected d1g1t in March 2026 for integrated portfolio management, trading, reporting, compliance, billing and client engagement, including bilingual delivery. In June, Goodreid Investment Counsel deployed the platform after using its previous system for a decade. Goodreid manages approximately C$900 million. Neither example proves a typical implementation result, but both show d1g1t being trusted with core operating work rather than a peripheral dashboard.
There is another useful clue in the cap table. CI Financial, National Bank’s NAventures, Purpose Financial and FigTree Financial have invested in d1g1t, partnered with it or used its technology. In 2025, RBC selected d1g1t’s analytics engine and made a strategic investment. For a wealth software company, customers that also supply capital can do more than validate the product. They can sharpen product priorities, open distribution and make the platform harder to dislodge once it sits inside important workflows.
The performance and risk engine is the foundation. d1g1t’s founders built their careers in quantitative finance and enterprise risk systems, including at Algorithmics and R2 Financial Technologies. That history matters because high-net-worth portfolios are rarely a neat list of public securities. Wealth firms may need to connect family entities, several custodians, private funds, partial ownership, off-book assets and different reporting rules before an advisor can answer a seemingly simple question. The engine calculates performance, exposure and risk across that structure, while the application layer turns those calculations into daily work.
The integrated workflow is what firms buy. The platform covers portfolio and model management, trading and rebalancing, performance reporting, billing, compliance, document management, business monitoring and a client portal. d1g1t says it supports traditional and alternative assets and works across multi-family offices, independent advisors, broker-dealers, custodians and bank advisor networks. That breadth creates a larger contract opportunity than a single analytics tool, but it also raises the implementation bar: the company has to handle data conversion, integrations, controls and firm-specific operating rules well enough to become the system people actually use.
MCP changes how users reach the platform. Instead of asking an advisor to click through several modules, the server exposes approved d1g1t capabilities to an AI assistant. A user can request a morning brief, summarize an upcoming meeting, check portfolio drift, examine exposures, prepare a report or flag a mandate breach in natural language. AI agents entering governed financial workflows need permission boundaries, traceable actions and reliable source data. d1g1t already organizes much of that underlying context inside the client’s wealth platform, which is more interesting than attaching a general chatbot to a collection of disconnected files.
d1g1t describes the MCP connection as governed. Public materials explain the intended workflows, although named customer deployments, pricing and detailed implementation specifications haven’t yet been released. Those details will show how quickly the product becomes part of daily advisor work and whether it helps expand existing contracts.
Competition, Regulation And Market Pressure
d1g1t is selling into a market where data quality, switching risk and regulatory responsibility matter as much as the interface. Its integrated platform gives the company several ways to win, but the field around it is getting more capable.
MCP is becoming a wealthtech connector, not a moat by itself. Canadian wealth platform OneVest launched its own MCP connection in April 2026, giving AI tools access to live wealth data, portfolios, pipeline information and tasks. OneVest’s continuing wealth-platform expansion makes it a particularly relevant Canadian comparison. d1g1t’s case will rest on the depth of its analytics, complex-portfolio support, integrated workflows and enterprise relationships, not simply on supporting an open protocol.
Good AI depends on clean, usable wealth data. Portfolio answers are only as reliable as the account, ownership, transaction and security data underneath them. PureFacts’ work with wealth platforms on data readiness reflects the same commercial reality: firms want automation, but first they need consistent data and clear operating definitions. d1g1t’s single-platform design can reduce some of that fragmentation. Client-specific data mapping and integration work won’t disappear.
Documents remain part of the advisor record. Holdings and performance data tell only part of a client’s story. Agreements, statements, correspondence and planning records also shape advice and compliance. FutureVault’s agentic document intelligence for advisors shows another route into the same workflow. d1g1t includes document management, but specialized providers can compete or partner around the edges of the platform.
The regulated firm still owns the decision. d1g1t is presented as a software provider, not an investment dealer or portfolio manager. Its clients remain responsible for suitability, supervision, books and records, privacy, cybersecurity and third-party oversight. Canadian cybersecurity guidance for registered firms makes vendor controls and incident readiness part of the buying decision. d1g1t’s SOC 2 Type II work is relevant assurance, though firms will still assess the current AI connection, permissions and data handling for their own use.
Enterprise growth can be lumpy. A core wealth platform can produce durable revenue once installed, but sales and implementation cycles are long. Each customer may require integrations, migration, testing and training before the contract reaches full use. d1g1t’s 96% revenue growth from 2021 through 2024 and recent PWL and Goodreid wins show progress; revenue, recurring-revenue mix, retention and implementation economics remain private.
What Makes d1g1t Different In Summer 2026
d1g1t has spent years doing the difficult part: organizing complex wealth data and placing the same analytics inside reporting, trading, billing, compliance and client work. Its current scale, recent customer wins and relationships with major Canadian financial institutions give the MCP launch a credible base. The product isn’t asking wealth firms to trust an AI tool with data that sits somewhere else. It connects the assistant to a platform already used to run the business. On the NCFA Financial Innovation Map, that puts d1g1t at a useful intersection of wealth infrastructure, portfolio data, AI interfaces and compliance technology.
What matters next is adoption. Named firms using the MCP server in live advisor workflows, measurable time savings and evidence of larger or stickier contracts would show that natural-language access is becoming a commercial feature rather than a useful demonstration. That is a fair question for every wealth platform now adding agents, not a problem unique to d1g1t.
The Company Intelligence Snapshot below follows the capital, customer relationships and product decisions that brought d1g1t to this point.
Company At A Glance
Founded2017 by Dr. Dan Rosen, Philippe Rouanet and Benoit Fleury
BaseToronto, Canada; serving firms across North America
StatusPrivate enterprise software company
ProductsPortfolio management, analytics, reporting, trading, billing, compliance, documents, client experience and MCP connectivity
TechnologyInstitutional performance and risk engine with integrated wealth workflows and API-driven connectivity
CustomersRIAs, portfolio managers, multi-family offices, broker-dealers, custodians and bank advisor networks
Operating PositionEnterprise wealth-management software provider; customer firms retain regulated advisory and dealer responsibilities
Business ModelEnterprise software contracts and implementation relationships; pricing and recurring-revenue mix are not public
Milestones
Select a milestone to follow how d1g1t developed from a portfolio analytics venture into AI-connected wealth infrastructure
1Foundation2017–2018
2Strategic Capital2020–2021
3Distribution2021–2022
4U.S. Expansion2023
5Institutional Scale2025
6AI Workflows2026
Milestone 1
Domain Experts Build An Integrated Wealth Platform (2017–2018)
d1g1t was founded in Toronto by financial technology veterans Dr. Dan Rosen, Philippe Rouanet and Benoit Fleury. Incubated at the Fields Institute, the company set out to bring institutional portfolio and risk analytics into a single operating platform for wealth firms. By late 2018 it had four customers representing approximately C$13 billion and 5,000 households.
Company
d1g1tToronto wealth-management technology company
Stage
FoundationProduct and first enterprise customers
Capital
C$9M+Raised across two early rounds led by Purpose Financial
Markets
CanadaIndependent wealth firms and portfolio managers
Customers
4 FirmsApproximately C$13B and 5,000 households
Competition
One PlatformAnalytics and advisor work replace a fragmented stack
Additional Company Data
- Rosen, Rouanet and Fleury brought experience from Algorithmics and R2 Financial Technologies
- R2 Financial Technologies was acquired by S&P Capital IQ in 2012
- The early product joined portfolio analytics with client and advisor workflows
- Dan Rosen’s 2019 NCFA profile captured the initial four-customer operating base
Why This Milestone Matters
d1g1t began with a difficult but valuable wedge: institutional analytics adapted for wealth firms. The founders’ earlier enterprise systems gave the company credibility with buyers who would be trusting it with core portfolio data.
Milestone 2
Strategic Investors Back North American Growth (2020–2021)
d1g1t said revenue doubled and headcount grew by more than 50% in 2020. A C$16 million round led by CI Financial followed in June 2021, with NAventures and MissionOG joining Purpose Financial, Illuminate Financial and other existing investors.
Company
d1g1t PlatformIntegrated analytics and advisor operations
Stage
Early GrowthTeam and customer base expand
Capital
C$16MLed by CI Financial in June 2021
Markets
Canada And U.S.North American wealth firms
Customers
C$70B+Client assets reported on the platform
Competition
Strategic BackersWealth institutions validate and inform the product
Additional Company Data
- More than 60 employees were reported in June 2021
- Capital was assigned to product, operations, sales and U.S. expansion
- CI Financial was both a returning investor and strategic partner
- NAventures brought a second major Canadian financial institution into the investor group
Why This Milestone Matters
The round did more than fund hiring. It put wealth institutions close to the product and gave d1g1t potential routes into larger advisor networks while the platform was still being established.
Milestone 3
Distribution And Assurance Support Larger Firms (2021–2022)
d1g1t expanded through relationships with financial institutions and advisor networks, including Raymond James Correspondent Services and National Bank Independent Network. In 2022, the company announced completion of a SOC 2 Type II audit for its wealth platform.
Company
Enterprise ProviderCore technology for regulated wealth firms
Stage
DistributionInstitutional channels widen access
Capital
Partner LedCommercial relationships complement financing
Markets
Advisor NetworksBroker-dealers, RIAs and portfolio managers
Customers
Larger FirmsMore demanding integration and control needs
Competition
Trust And ReachAssurance and distribution lower adoption friction
Additional Company Data
- Distribution relationships can place the platform in front of affiliated or correspondent firms
- Institutional buyers assess security, continuity, integrations and implementation capacity
- SOC 2 Type II completion was announced in 2022
- The assurance work applies to the platform at the audit period and should not be read as a separate audit of the 2026 MCP launch
Why This Milestone Matters
Enterprise wealth software needs more than strong analytics. Distribution makes the product easier to find, while security assurance helps regulated firms get comfortable putting sensitive client workflows on the platform.
Milestone 4
New Financing Backs U.S. Expansion (2023)
By September 2023, d1g1t said its platform served thousands of advisors and represented more than C$200 billion in assets across Canada, the United States and the Caribbean. MissionOG led a new equity round, FigTree Financial joined as both client and investor, and CIBC Innovation Banking supplied venture debt. The amounts were not disclosed.
Company
d1g1t North AmericaIntegrated platform serving complex firms
Stage
ExpansionOperations and U.S. sales capacity grow
Capital
Equity And DebtMissionOG, FigTree and CIBC Innovation Banking
Markets
3 RegionsCanada, United States and Caribbean
Customers
Thousands Of AdvisorsMore than C$200B represented on platform
Competition
Complex PortfoliosRisk engine and integrated workflows support differentiation
Additional Company Data
- Existing investors CI Financial, NAventures, Illuminate Financial and Purpose Financial participated
- FigTree added the perspective of an active U.S. multi-family-office client
- Venture debt supplemented equity without a publicly disclosed valuation
- Financing was earmarked for U.S. expansion, operations and product development
Why This Milestone Matters
d1g1t had reached meaningful platform scale, but the U.S. market brought larger competitors and more varied operating models. A client joining the investor group was useful evidence that the product was creating enough value to deepen the relationship.
Milestone 5
RBC Selects The Analytics Engine And Invests (2025)
RBC Wealth Management selected d1g1t’s analytics engine to support its technology infrastructure and led a strategic investment alongside JAM FINTOP. Terms were not disclosed. In the same year, d1g1t appeared in The Globe and Mail’s ranking of Canada’s Top Growing Companies with 96% revenue growth from 2021 through 2024.
Company
Institutional WealthtechAnalytics engine selected by a major bank
Stage
Expand / ScaleLarge-enterprise credibility increases
Capital
Strategic RoundRBC and JAM FINTOP; amount undisclosed
Markets
Bank WealthEnterprise infrastructure for advisor organizations
Customers
RBC WealthAnalytics relationship with strategic investment
Competition
Institutional ProofA major-bank selection raises the reference value
Additional Company Data
- The RBC relationship focuses on d1g1t’s performance and risk analytics engine
- Investment terms and implementation economics were not disclosed
- Reported revenue growth covered 2021 through 2024, not the 2025 amount
- The company ranked 297th among 400 firms on the Canadian growth list
Why This Milestone Matters
RBC gave d1g1t one of its strongest institutional references. The deal also reinforced a pattern in which large financial firms can become customers, investors and sources of distribution at the same time.
Milestone 6
Advisor Workflows Become Available To AI Agents (2026)
After PWL Capital selected the platform and Goodreid completed a deployment, d1g1t launched an MCP server connecting its wealth platform to Claude, ChatGPT, Microsoft Copilot and other compatible tools. The connection lets approved AI assistants call platform capabilities for meeting preparation, reporting, portfolio analysis, onboarding and compliance monitoring.
Company
AI-Connected d1g1tWealth data and tools become callable
Stage
Product ExpansionNatural language becomes another interface
Capital
Installed BaseExisting platform relationships support distribution
Markets
Agentic WealthAI assistants inside governed advisor work
Customers
90+ FirmsPotential base for MCP adoption
Competition
Data And Workflow DepthMCP alone is not the differentiator
Why This Milestone Matters
The MCP server turns d1g1t’s data and workflow depth into an AI distribution opportunity. The commercial test is whether wealth firms use it often enough to improve advisor work and deepen their platform relationship.
Frequently Asked Questions About d1g1t
What is d1g1t?
d1g1t is a Toronto enterprise wealth-management software company. Its platform combines portfolio and model management, performance and risk analytics, trading, reporting, billing, compliance, documents and client engagement for wealth firms.
Who founded d1g1t?
Is d1g1t a Canadian company?
Yes. d1g1t was founded and is headquartered in Toronto. It serves wealth-management firms across North America, including Canadian and U.S. advisors, multi-family offices, broker-dealers, custodians and bank advisor networks.
What does the d1g1t platform do?
The platform gives a wealth firm one environment for portfolio analytics, performance reporting, trading and rebalancing, model management, billing, compliance, document management and digital client service. It is designed for complex household structures, several custodians and portfolios containing public and alternative assets.
What is the d1g1t MCP server?
The d1g1t MCP server uses Model Context Protocol to connect approved capabilities and live data in the wealth platform to compatible AI tools such as Claude, ChatGPT and Microsoft Copilot. Advisors can use natural language to prepare meetings, review portfolios, generate reports and surface compliance issues. Named customer deployments and pricing have not yet been published.
How large is d1g1t?
How much funding has d1g1t raised?
Does d1g1t disclose revenue?
d1g1t does not publish its revenue or profitability. Its 2025 Globe and Mail growth-company entry reported 96% revenue growth from 2021 through 2024, which shows the rate of growth across that period but not the company’s revenue amount.
Is d1g1t a registered investment dealer or advisor?
d1g1t is presented in its public materials as an enterprise software provider, not an investment dealer, portfolio manager or financial advisor. Its regulated customers remain responsible for advice, suitability, supervision, records, privacy and oversight of third-party technology.
Who uses d1g1t?
d1g1t serves registered investment advisors, portfolio managers, multi-family offices, broker-dealers, custodians and bank advisor networks. Publicly named relationships include RBC Wealth Management, PWL Capital, Goodreid Investment Counsel, CI Financial, National Bank, Purpose, Raymond James and FigTree Financial, although the scope of each relationship differs.
Who competes with d1g1t?
Competitors vary by firm and workflow. Integrated wealth platforms such as OneVest, Addepar, Orion and InvestCloud overlap with parts of d1g1t’s offer. Portfolio accounting, performance, CRM, trading, reporting, document and AI providers can also compete for individual modules. d1g1t’s pitch is that firms can run more of those jobs on one data and analytics foundation.
Is d1g1t publicly traded?
No. d1g1t is a privately held company. It does not publish the financial statements, market capitalization or continuous disclosure required of a public issuer.
Information notice: Private-company estimates are identified and attributed. Information may change after the stated update date. This content is provided for informational purposes only and does not constitute investment, financial or legal advice.
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