We are on a mission to empower wealth management firms to scale up the high-value, human services that set them apart in a digital world.
Our DNA
Over the last two decades, we have acquired extensive experience building and implementing risk and portfolio management systems at many of the top banks, institutional asset managers, hedge funds, pension funds, insurance companies, and regulators worldwide.
Today, we serve many of the largest and most well-known multi-family offices, RIAs, independent advisors, custodians, broker-dealers, RIA aggregators, and banks. We’ve won awards for client communications, consolidated reporting, portfolio management, and innovation.
Our Team
By combining young talent with software and financial engineers who have decades of experience and deep financial technology expertise, we’ve built the strongest financial engineering team in the industry.
We’re excited to be on this journey with a team that inspires us, and customers who partner with us to simplify investing
Our Focus
For too long, financial advisors have been underserved by their siloed tech stacks, lagging behind investment banks and institutional investors. The new generation of wealth management technology can help advisors show their clients they can handle everything that is relevant to their overall financial situation, gain scale, and differentiate their high-value practice.
Delivering the Best Digital Client Experience
80+ Top
$200 Billion+ AUM
500,000+
200,000+
10,000+
users
Industry Recognition
Our Investors
What Customers Say About Using Our Wealth Management Platform
“Our team conducted an exhaustive search and due diligence process to evaluate multiple wealth management technology solutions. We were most impressed with the capabilities of the d1g1t platform along with the depth, expertise, and experience of their financial engineering team.”
“The financial engineering expertise of the team was an important factor in our decision to partner with d1g1t. This is reflected in the depth of analytics in the platform, its ability to handle alternative investments, as well as complex family structures, and multi-tiered investment strategies.”
“One of the things that attracted us to d1g1t was how the team considered client households when building their solution – they took a top-down, holistic approach. That’s similar to the way that Crestone Capital views serving wealthy families, whose financial situation tends to be complex.”
Ready to learn more?
See firsthand how d1g1t can help you gain operational excellence, grow your business, and deliver a modern digital client experience. Get in touch to get your personalized tour of our wealth management platform.