About DAG's Brand

A coordinated platform for wealth management, family office services, and institutional solutions, designed to support every stage of your financial journey. Digital Ascension Group is a financial services firm providing wealth management, family office coordination, and investment advisory services for clients with digital and traditional assets. Through DAG Wealth, an SEC-registered investment adviser, the firm provides portfolio management and digital-asset investment advisory services. It also coordinates estate and legacy planning, tax planning, insurance, entity structures, and services for RIAs and institutional clients through affiliated or independent providers. Among its major competitors, DAG is ranked in 4th place for NPS while Charles Schwab is 1st, and Fidelity Investments is 2nd.