Welcome to the second edition of the d1g1tal Newsletter. In a year where a global pandemic has turned our world upside down, we have been very fortunate to continue enjoying extraordinary growth.
Over the last 12 months, we have doubled our revenue and grown our team to 65. The d1g1t platform is also now live with many clients in Canada and the U.S., serving over a thousand advisor users and hundreds of thousands of accounts. One such organization is K.J. Harrison, a top Canadian high-net worth Wealth Management firm, who was an early adopter of d1g1t and a great partner. As KJH’s CEO Joel Clark put it: “the d1g1t platform is a game-changer, boosting our ability to meet our growth goals and allowing us to demonstrate our steadfast commitment to offering high-net-worth and ultra-high-net-worth clients unmatched transparency and value”.
The success we have enjoyed over the past year is a testament not only of the quality of the platform but, more importantly, of the strength of the d1g1t team, who has worked tirelessly, with passion and conviction, to deliver a unique wealth management solution.
In this edition of the d1g1tal Newsletter, we feature two important members of the team. “In Conversation with…” features d1g1t’s Board Member, early investor and client, Som Seif, CEO of Purpose Financial. A successful visionary entrepreneur, Som has helped us shape the direction of the company and the platform. Then, in the “Meet the team…” Section, we introduce Jovan Nedeljkovic, d1g1t’s VP of Financial engineering. A Graduate from University of Toronto’s Masters in Mathematical Finance, he has worked alongside d1g1t’s senior management team for over a decade. Jovan is an incredibly strong Financial Engineer with a unique understanding of client requirements, finance and product, and he has been a key member of the d1g1t team since day one!
I’d like to thank, once again, our growing community of clients, partners, investors and friends for your continued support and trust. The year ahead promises to be even better as we continue to expand our capabilities, and cement strategic partnerships and relationships with firms across North America.
Enjoy this Newsletter and please continue sending us comments or suggestions.
- In conversation with Purpose Investments’ Founder & CEO Som Seif discussing the future of the wealth management
- d1g1t Viewpoint a selection of d1g1t editorials and published opinion pieces
- d1g1t Platform Updates an overview of recently released product features
- d1g1t in the News a summary of recent press releases and d1g1t profiles
- Meet the d1g1t Team a profile of Jovan Nedeljkovic of the financial engineering team
View the full d1g1tal Newsletter HERE