Dolfin is a vertically integrated wealth management platform launched in 2013 providing custody, brokerage and investment management to private clients, financial advisers and institutional investors. It’s now working on growing its core business while building an online platform for wealth managers. Chief executive Denis Nagy spoke to leaders at PAM’s Annual SME Dinner about growing from a small startup of 10, to a “large family” of 105.

Servicing 650 clients and $1.7 billion, Dolfin has grown rapidly during its first five years in business, and chief executive Denis Nagy says naturally, there have been stumblin...