In a recent episode of the Top Global Startups podcast by GSD Venture Studios, d1g1t CEO & Co-Founder Dr. Dan Rosen sat down with host Gary Fowler to explore how AI, data, and digital platforms are reshaping the future of wealth management.

From the origin story of d1g1t to insights from his entrepreneurial journey and two successful exits, Dr. Rosen outlines why this is a critical moment for firms to rethink how they serve clients. He shares how investor expectations have shifted, and why advisors need modern tools that provide transparency, personalization, and real-time insight.

“The Wealth Management industry is growing and changing fast, we are witnessing the largest transfer of wealth in history. There is a huge shift in how people relate to money, to data, and to advice. All of these things are intermingling together,” explained Dr. Dan Rosen.

The conversation dives into how d1g1t is bridging quantitative finance with the day-to-day workflows of advisors, empowering them with real-time portfolio, risk, and client intelligence. Dr. Rosen also shares his views on the future of AI-driven wealth platforms, and what firms must do to remain competitive as the great wealth transfer accelerates.

To hear the full conversation, watch the episode on YouTube.