Your Comprehensive Institutional Investor and RIA Database

Dakota Marketplace is a complete database solution that integrates directly with your CRM.

Your Comprehensive Institutional Investor and RIA Database

Dakota Marketplace is a complete database solution that integrates directly with your CRM.

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Trusted by over 900 leading investment firms

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How Dakota Marketplace works for you

Maximize your time, set meetings with the right people, and learn how to stay up to date on industry insights with Dakota solutions.

  • Institutional accounts and contacts
  • 75+ allocator investment preferences across 10+ channels
  • Institution and platform search openings
  • Public Plan minutes
  • 1000+ investment manager presentations
  • Institutions and wealth 13F holdings and investment holdings
  • Institutional and intermediary fee analysis


The Union League Of Philadelphia
October 23rd, 2023 11:30 am - 7:00 pm

Eliminate stale and incomplete industry data

  • Stop wasting valuable time researching who to call on. Marketplace's robust account and contact data allows you to set more meetings without the research
  • No more waiting for data to be updated and validated: Marketplace is organized and updated by fundraisers that are in the market using the data every day
  • Access a complete database solution that covers all channels and plugs directly into your CRM

At Dakota, we provide the resources and institutional investor lists you need to connect with more allocators and set more meetings.

Everything you need, all on one platform

No more switching between your CRM, spreadsheets, and databases. Dakota Marketplace makes it easy to monitor everything you need without jumping from platform to platform.

Create Targeted Lists

Create custom views and reports on exactly the allocators, asset classes, and people you most want to target. 

Track Real-Time Industry Turnover

The investment industry moves fast. Make sure you’re always calling on the right person, in the right role, at the right place, without wasting any time on bad emails and contact information.

Maximize Your Travel with City Scheduling

Make the most of your travel time with the Map It feature. Book additional meetings, identify firms that allocate to your type of  investment strategy, and connect with due diligence professionals that sit remotely within a given city. 

Access Dakota Live! Insights

Access weekly insights from our Dakota Live! Calls all in one place, including key account interviews, metro area overviews, and more.

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What our clients are saying:

  • From the helpful insights on all types of firms and contacts to the Dakota Live! calls, Dakota Marketplace has enhanced the capabilities of our Sales and Distribution team. Our team has been able to utilize all this data we previously didn’t have access to. The mapping tool and pre-made reports by the Dakota team also have made our day-to-day scheduling and targeting that much easier.

    Aileen McBride

    Institutional Business Development, FS Investments

  • “We have been satisfied with how Marketplace continues to evolve with the service we’ve received, and how accurate the information is.”

    Louie Fetch

    VP of Advisor Services, Clifford Capital

  • "Marketplace has a broad (and expanding) data set that allows us to contact decision makers directly in order to do our jobs more effectively. Additionally, everyone we have worked with at Dakota so far has been immensely helpful, responsive, and receptive to feedback."

    Ehan Keator

    Institutional Product Specialist, Davenport Asset Management

  • As a boutique asset manager, it was important for us to be able to maximize the budget we have for information systems. Providers we have used in the past were limited in both scale and scope and we often found stale data. 

    Marketplace has a great depth of content, but more importantly, it is kept current and accurate, leading to more valuable contact interactions. Further, the insight provided beyond simple contact details is invaluable to us. Dakota helps make our small team as efficient and capable as a much larger organization.  

    Matthew Kosara, CFA

    Managing Partner, HGK Asset Management, Inc.

Which Dakota product is right for you?

Take this quick, 7-question quiz to find out

Every firm’s sales team and goals are different — that’s why we’ve designed this quiz to help you identify how a Dakota partnership would best suit your needs.


Get started with Dakota Marketplace

Complete coverage across all channels

Investment research/due diligence contacts

Institutional search alerts

Public plan minutes and allocations

Field consultant information

Manager presentation decks

Fee studies

Allocator interviews

Leverage the insights of a fundraising team



A Dakota partnership is simple

Partnering with Dakota is easy. We work to understand your firm’s needs, and provide the resources you need to be a better salesperson.

step 1

Request Your
Free Trial

Schedule a 15-minute call with one of our investment sales experts, and they’ll get you set up in a trial instance of Dakota Marketplace.

step 2

Access Dakota Marketplace

Marketplace contains accounts and contacts for you to call on, and additional insights including investment mandates, public pension data, and more.

step 3

Accelerate your sales pipeline

Meet and exceed your goals using Dakota’s exclusive tools, resources, and industry expertise you need to become the best salesperson you can be.

Your free trial

Not sure if Dakota Marketplace has what you’re looking for? We know we’ve got the goods, so we’re inviting you to request a free trial of the platform so you can see it for yourself.

Don’t worry, you won’t be overwhelmed with calls and emails after clicking “submit.” Instead, this will start an open conversation to determine how we can work together.

Start your 30-Day Free Trial

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