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Dakota’s FA API contains over 226,000+ Financial Advisors from 95 Banks and Broker Dealers.
Dakota FA API comes directly from Dakota Marketplace, the leading LP database used by over 1,275 investment firms.
Click below to schedule a call to discuss! On the call we will get you set up with our API portal to view all API documentation.
226,000+ Financial Advisors and Teams across all major channels
Coverage from 95 Banks and Broker-Dealers including: LPL Financial, Raymond James, Morgan Stanley, Edward Jones, Ameriprise Financial, and more
Verified Firm and Team-Level Details including hierarchy, channel, and contact metadata
Comprehensive Retail Coverage
Mapping Distribution
Fresh Data
Customize to Your Workflow
Streamline Your Due Diligence
Reach advisors across wirehouse, independent, and hybrid channels.
Build a complete view of your retail wealth coverage and identify untapped opportunities.
Continuously refreshed advisor and firm records through the Dakota API.
Query the only data you need and integrate seamlessly into your internal systems, dashboards, and workflows.
Eliminate manual research and speed up decision-making with accurate, real-time information through Dakota API.
Access continuously refreshed financial advisor data, queried for you and delivered through Dakota’s API.
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