Dakota API Hub

Bring Dakota Data Directly Into Your Systems.

Flexible, targeted API access to the Dakota Marketplace datasets included in your license: LP intelligence, financial advisor data, 13F holdings, private company profiles, and more. Query only what you need, delivered directly into your firm's CRM, data warehouse, or internal tools.

Talk to an API Specialist →

Dakota API access is available exclusively to Dakota Marketplace customers, for their own internal use.

API Datasets

21K+

LP Accounts (US)

226K+

Financial Advisors

236K+

Private Companies

Daily

data refresh — not scraped from filings

API Datasets →

LP Data US & Canada International LP Data Financial Advisor Data 13F Holdings Private Company Data Full Access — All Licensed Data

What Is the Dakota API

One Connection to Everything You License.

The Dakota API gives Dakota Marketplace customers' technology and data teams direct programmatic access to the data included in their license, without the manual workflows.

Choose a single dataset or connect to everything included in your license. Query exactly what you need. Deliver it into your firm's own CRM, data warehouse, BI platform, or internal tools.

No manual exports or spreadsheet workflows, live data delivered programmatically on your schedule.

Standardized schemas with documented endpoints, designed for production data pipelines, not one-off integrations.

Continuously refreshed as Dakota's research team updates records, daily refresh cycles across all datasets.

No proprietary middleware required, works directly with Salesforce, Snowflake, HubSpot, Databricks, and more.

API Packages

Choose a Dataset. Or Everything in Your License.

US & Canada

LP Data — US & Canada

21K+

Accounts

59K+

Contacts

Coverage Includes

5,000+ RIAs and 1,700+ family offices

1,000+ endowments and foundations

850+ public pensions plus consultants and insurance companies

Verified contacts, CIO bios, investment preferences

International

International LP Data

5,400+

Accounts

20K+

Contacts

Coverage Includes

1,100+ wealth managers and 175+ consultants

125+ sovereign wealth funds globally

Europe, Middle East, Asia-Pacific, and Nordics

CIOs, portfolio managers, and research leads, all verified

Wealth Channel

Financial Advisor Data

226K+

Advisors

Banks & Broker-Dealers

Coverage Includes

LPL Financial, Raymond James, Morgan Stanley, Edward Jones, Ameriprise

Major wirehouses and independent broker-dealers

Firm and team-level hierarchy, channel, and contact metadata

Best Value

Full Access

All Licensed Datasets — Single Connection

26,400+

Combined LP Accounts

79K+

Combined LP Contacts

Datasets Available Under Your License

LP Data — US & Canada (21K+ accounts)

International LP Data (5,400+ accounts)

Financial Advisor Data (226K+ advisors)

13F Holdings (ETF, BDC, CEF — current + historical)

Private Company Data (236K+ companies)

Scoped to the datasets in your Dakota Marketplace license · Pricing and full specs on request · Talk to an API specialist

Investment Holdings

13F Holdings Data

ETF + BDC + CEF

Coverage

Coverage Includes

ETFs, BDCs, and closed-end funds from quarterly SEC 13F filings

Historical and current data for trend and exposure analysis

Standardized identifiers — Ticker, Issuer Name — for seamless mapping

Continuously refreshed as new filings hit EDGAR

Deal Sourcing

Private Company Data

236K+

Companies

220K+

Executives

Coverage Includes

185,000+ sponsor-backed and 50,000+ independent firms

Direct access to CEOs, CFOs, and key decision-makers

Ownership type, industry, and geography for deal sourcing

Why Use the Dakota API

Four Reasons to Build on Dakota Data.

The Dakota API is designed for Dakota Marketplace customers who need their licensed data at scale, without the manual research overhead of traditional database workflows.

⚡

Power Your CRM with Fresh Data

Automatically enrich Salesforce, HubSpot, or DealCloud records with the latest firm, fund, and contact details, no more manual imports or stale entries. CRM data that stays current because Dakota refreshes it daily.

📊

Build Internal Dashboards

Feed live allocator and market data directly into your internal tools, BI platforms, and data warehouses for real-time reporting across your investment, IR, and distribution teams without manual data pulls.

🔍

Streamline Due Diligence

Eliminate manual research. Access accurate, real-time investment datasets programmatically to speed up decision-making across your investment and IR workflows. Accurate data at the point of decision, not hours later.

📈

Scale Without Friction

As your team and data needs grow, the Dakota API provides reliable, scalable access to comprehensive datasets, no additional lift required. One integration that expands with your organization.

Who Uses the Dakota API

Built for Customer Teams That Work Programmatically with Data.

Product & Technology Teams

In-House Product & Platform Teams

Build Dakota's LP intelligence, advisor data, and private company coverage into the internal tools your own teams use every day. (Building Dakota data into a product you sell? That runs through the Partner Network.)

Data & Engineering

Data Warehouses & BI Pipelines

Feed Dakota's continuously refreshed datasets into Snowflake, Databricks, or any data warehouse environment. Standardized schemas, documented endpoints, and reliable refresh cycles designed for production data pipelines.

CRM Automation

CRM Enrichment & Hygiene

Automatically keep Salesforce, HubSpot, DealCloud, and other CRM records current with the latest contact details, firm information, and investment preferences from Dakota's daily research updates, no manual imports.

Investment Teams

IR, Distribution & Research Tools

Build proprietary internal tools on top of Dakota's LP intelligence, 13F holdings, and private company data. Create meeting prep systems, outreach prioritization engines, and market monitoring dashboards specific to your firm's workflow.

ETF & Fund Issuers

Holder Intelligence at Scale

Pull 13F holdings data via API to track which RIAs and institutions hold your products, monitor position changes quarter-over-quarter, and identify look-alike prospects, all programmatically, without manual database queries.

Deal Teams

Deal Sourcing & Market Mapping

Query private company data programmatically to build deal sourcing pipelines, ownership screens, and sector maps. 236,000+ companies with executive contacts, ownership type, industry classification, and geography.

Compatible Systems

Works With the Tools Your Team Already Uses.

The Dakota API integrates directly with the CRM, data warehouse, and analytics platforms your team already runs, no proprietary middleware required.

Salesforce

CRM

HubSpot

CRM

DealCloud

CRM

Dynamo

CRM

Snowflake

Data Warehouse

Altvia

CRM

Pinnakl

CRM

Satuit

CRM

Get Connected

Ready to bring Dakota data into your systems?

Talk to an API specialist, we'll walk you through the packages available under your license, show you the documentation portal, and get you set up with the right dataset for your workflow.

Talk to an API Specialist →

Next Steps

💬

Talk to an API Specialist

Walk through packages, pricing, and documentation — dakota.com/api-demo

📄

Request Full Data Specifications

Schema documentation, field definitions, and refresh cadence for each dataset

🔗

View the API Overview

Technical overview of endpoints, authentication, and integration patterns

📅