Marketing Info

d1g1t welcomes three senior leaders to its top roster

Dianna Heideman, formerly of Envestnet Inc., has been named Vice President of Client Experience. He previously served as the Vice President of Client Experience Services at Envestnet, a fintech firm where he spent most of his career focusing on customer engagement and relationships.

Their onboarding cam as d1g1t’s business grew dramatically in 2021.

The five-year-old firm now employs over 100 specialists, down from 60 a year ago, and has grown its client base and sales by over 80%.

The platform, which serves some of the most prestigious wealth management firms, multi-family offices, registered investment advisors (RIAs) and broker-dealers in Canada and the United States, has doubled its assets under management to $150 billion. Have given.

“The continued growth of our business and customer base during another difficult year is a testament to the quality and resilience of the amazing d1g1t team along with our strong value proposition,” said Dr. Dan Rosen, Co-Founder and CEO of d1g1t. “More than ever, it is essential for wealth management businesses to have a premium technology platform that provides everyone in the firm with the information they need at their fingertips.”

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