Dr. Dan Rosen wins WealthTech Americas Award for Leading Individual, Canada

Dan Rosen, CEO of d1g1t, as one of the industry leaders, has been handed the honour of winning the Leading Individual award in the Canadian categories at the WealthTech Americas Awards 2022.

Showcasing ‘best of breed’ in the Americas, the awards have been designed to recognize outstanding organizations grouped by specialism and geography which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’.

Each of these categories is highly contested with a small group of finalists and commended submissions chosen from a large pool of entrants before an ultimate winner is selected by the advisory board. It is this process that makes WealthBriefing awards so prized amongst winners, finalists and commended alike.

Winning awards is particularly important in challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

Commenting on the firm’s triumph, Dan Rosen, co-Founder and CEO of d1g1t said: “I thank WealthBriefing for this recognition. Though this is an individual award, it’s a reflection of the entire d1g1t team. Together, we have built a first-of-its-kind platform, providing financial advisors and wealth management firms with an enterprise-wide solution powered by institutional-grade analytics and risk management tools that were in the past only available to the most sophisticated hedge funds and other institutional investors. We are just starting to write the d1g1t story, and I cannot wait to see what the future holds for us.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognize the very best operators in  Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”