Company profile: d1g1t
1.1 - Company Overview
Company description
- Provider of an analytics-powered digital wealth management platform for transparent portfolio management. Offerings include a cloud-based enterprise platform integrating portfolio and client management, risk and compliance tools for financial advisors and wealth management firms; customizable investor web and mobile apps for 24/7 access to portfolios, plans and insights; and an advisor dashboard to visualize and monitor activities organization-wide.
Products and services
- Enterprise Advisor Dashboard: An organization-wide dashboard that summarizes key metrics, enabling senior management and client advisors to visualize and monitor activities at any level of the firm
- Enterprise Wealth Management Platform: A cloud-based platform that integrates portfolio and client management, risk management, and compliance tools for financial advisors and wealth management firms
- Investor Applications: Customizable web and mobile applications deliver clients 24/7 access to their portfolios, plans, and investment insights
Key contacts
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Financial details
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1.2 - Competitors and similar companies to d1g1t
Vermilion Software
HQ: United States
Website
- Description: Provider of client reporting software and services to investment managers in the global institutional asset management, retail and mutual fund, banking, pension, hedge fund, wealth management, and insurance industries.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full Vermilion Software company profile →
Proxymity
HQ: United Kingdom
Website
- Description: Provider of a digital investor communications platform that connects issuers, intermediaries, and investors in real time via a unique digital pathway, delivering more efficient, accurate, and transparent solutions and streamlining processes such as proxy voting and shareholder disclosure.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Venmo
HQ: United States
Website
- Description: Provider of a mobile payments platform enabling users to send and receive money, split bills, and manage expenses with friends and family. Offers a Mastercard-linked debit card for U.S. spending from Venmo balances, a Visa cash-back credit card linked to Venmo, Venmo for Business, Venmo for Teens with parental oversight, and direct deposit for paychecks up to two days early.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Venmo company profile →
Vega-Chi
HQ: United Kingdom
Website
- Description: Provider of direct trading for institutional investors in convertible and high-yield bonds without intermediaries, offering an alternative pool of liquidity with best price execution, transaction cost savings, improved liquidity, and anonymity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Vega-Chi company profile →
Fundspire
HQ: United States
Website
- Description: Provider of a cloud-based web platform for analytics and reporting for the investment and hedge fund industry, enabling investment professionals to source ideas, analyze risks, create portfolios, and build client reports.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Fundspire company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for d1g1t
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to d1g1t
2.2 - Growth funds investing in similar companies to d1g1t
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4 - Top valuation comps for d1g1t
4.2 - Public trading comparable groups for d1g1t
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