Dakota provides industry and marketing expertise to make the job of an investment sales person easier.
Dakota provides sales, marketing, and distribution services to investment firms. Dakota actively raises capital for 6 investment firms and supplies data and insights to over 1,300 investment salespeople.
Our goal is to help you grow your business. You can partner with the Dakota team by:
300
300 Investment Firms
Trust Dakota to supply them with investment information and insights on investment allocators
$40B
$40B Raised
Through our direct sales effort since 2006.
115
Dakota Live! Calls
Full of content designed to connect listeners with allocators
Meet the Dakota leadership team and explore the full team below.
We’re a group of passionate industry experts that connects investment firms with allocators.
Every day, we challenge each other to use our experience and strengths to make an impact for our members and partners.
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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