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
d1g1t was founded in 2017 by a team of Quants, serial software entrepreneurs, and wealth industry veterans with more than 25 years of proven leadership experience, including two successful exits. Our founders, Dr. Dan Rosen, Philippe Rouanet, and Benoit Fleury, started and grew successful technology businesses, built innovation and end-to-end business teams, and designed and delivered successful financial technology products.

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.