d1g1tal Newsletter – December 2022 Issue

Welcome to the end-of-year, special holiday edition of the d1g1tal Newsletter.

In this edition, we feature one of our d1g1t U.S. clients located in the Rocky Mountain region. “In Conversation with…” showcases Matt Wiles, President of Crestone Capital. We have been working closely with Matt and his team for the last two years, as we support their mission to deliver fully integrated investment management and wealth advisory services to their sophisticated clients.

Strong leadership is required to support our ambitious growth trajectory. In “Meet the Team…”, we introduce our Chief Technology Officer, David Karchmer. After completing his Masters in Electrical Engineering at the University of Toronto, David spent 25+ years in Silicon Valley, before joining d1g1t in January this year… and, from day one, he has been putting his mark on the team, product, and engineering processes.

In the end, it’s all about the team. Today, d1g1t’s 110 professionals support a platform serving 60+ Clients, and soon $200 Billion in Assets. This year, we hosted in Toronto our (very successful) First d1g1t Client User Group Forum, with 10 of our Multi-family Office Clients from the U.S. and Canada. Stay tuned for the 2nd Forum in 2023!

We are very proud to have been recognized in 2022 by the CIX TOP 10 Growth and Deloitte Fast 50 industry awards, as one of Canada’s fastest growing and most innovative technology companies. We also received several other awards for our wealth management platform (see “d1g1t News” below).

All of this is only possible thanks to the continuous support of our growing community of clients, partners, investors and friends. From all the d1g1t team: Thank You – we are very fortunate.

Enjoy this edition of the d1g1tal Newsletter. We wish you and your loved ones a happy and healthy holiday season, and all the best for an amazing 2023!

In this edition
  • In Conversation with Matt Wiles – President, Crestone Capital
  • d1g1t News – a summary of recent press releases and d1g1t profiles
  • d1g1t Platform Updates – an overview of recently released product features
  • d1g1t Viewpoint – a selection of d1g1t editorials and published opinion pieces
  • Meet the d1g1t Team – get to know David Karchmer, our Chief Technology Officer (CTO)

View the full d1g1tal Newsletter HERE.