Digital Transformation in Wealth Management: AI, Risk, and the Future of Advice with Dan Rosen

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 real-world advisory workflows✓ What the future of wealth platforms looks like in an AI-driven era🌍 Why This Matters:Wealth management is at an inflection point. Clients expect transparency, personalization, and real-time insight — while advisors face increasing complexity across risk, regulation, and scale.d1g1t is helping firms move beyond fragmented legacy systems to deliver modern, data-driven advisory experiences. Dan’s deep background across academia, fintech, and global financial institutions offers a rare perspective on how theory, technology, and execution come together.👤 Expert Background:• CEO & Co-Founder of d1g1t — digital wealth management platform• Adjunct Professor of Mathematical Finance, University of Toronto• Fellow of the Fields Institute for outstanding contributions to mathematics• Former Co-Founder & CEO of R² Financial Technologies (acquired by S&P Capital IQ)• Former executive at Algorithmics (acquired by IBM)• PhD in Chemical Engineering with deep expertise in risk and financial engineering🎙️ Hosted by Gary Fowler, CEO of GSD Venture Studios — global AI entrepreneur, investor, and innovation leader spotlighting founders transforming financial services through technology.💡 Perfect For:Wealth managers, fintech founders, financial advisors, AI practitioners, investors, and leaders navigating digital transformation in financial services.🚀 Timely Topic:As AI reshapes client expectations and advisory models, firms that modernize their wealth platforms today will define the future of financial advice tomorrow.Subscribe for more global founder conversations from GSD Venture Studios:https://gsdvs.com#WealthManagement #Fintech #AIinFinance #DigitalTransformation #RiskManagement #QuantFinance #d1g1t #DanRosen #GaryFowler #FinancialInnovation #AdvisorTech #GSDVentureStudios