Welcome to this end-of-year, special holiday edition of the d1g1tal Newsletter.
While we are now almost two years into this pandemic, we have been incredibly fortunate and are thankful to continue working with an ever-growing community of clients, partners, investors and friends. We really couldn’t ask for much more.
This year, we closed a great funding round led by CI Financial: a strategic partner and increasingly dominant wealth management force in Canada and the US. We welcomed to the d1g1t family two new investors with the prominence of National Bank of Canada and US-based Fintech VC Mission OG. More than anything, we’ve been very busy implementing many new clients, as well as working with new strategic partners, such as IPC and Raymond James Investor Services. And all of this, while we continue developing our great platform and growing the team to over 90 people!
The confidence that you all continue to place in us validates our unique value proposition and highlights how d1g1t has become the preferred choice for innovative wealth management firms, who are eager to empower advisors with the most sophisticated technology offering in the industry. Andy Newcomb, Partner at Mission OG and d1g1t board member, puts it best: “The company’s rapid growth and early adoption by some of the top U.S. wealth management firms is a true testament to its unique value proposition to provide advisors with the digital tools and analytics to create more meaningful advice and client experiences.”
In the end, it’s all about the team! So I want to take this opportunity to especially thank the amazing d1g1t team for all the hard and creative work which make this company special – a fact that all our stakeholders can also attest to. As we look into 2022, I’m truly excited for what’s to come, and can’t wait to see what this team is able to accomplish!
We wish you and your loved ones a happy and healthy holiday season, and all the best for a hopefully amazing, and more normal, 2022!
Enjoy this Newsletter and we love to continue hearing your comments and suggestions.
- In conversation with Jason Pereira, Partner & Senior Financial Planner Woodgate Financial Inc.
- 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 – Ray Huang, Operations team
View the full d1g1tal Newsletter HERE
