Join Dan Rosen, CEO and Co-Founder of d1g1t, in an in-depth conversation with Gary Fowler as they explore how wealth management firms are being reshaped by AI, data, and digital platforms. From Dan’s journey as a globally recognized quant to building and exiting multiple fintech companies, this episode unpacks why now is the critical moment for wealth managers to modernize how they serve clients.

🎯 Insights You’ll Learn:

✓ The origin story of d1g1t and the problem it set out to solve

✓ Lessons from Dan’s entrepreneurial journey and two successful exits

✓ Why digital transformation in wealth management can no longer be delayed

✓ How investor expectations of financial advisors are rapidly evolving

✓ The role of AI in portfolio management, risk, and client experience

✓ Bridging quantitative finance with rea ...