Dakota UK Charities

Public Filings Tell You a Charity Has Money. Dakota Tells You Who Controls It.

1,500+ UK charities, foundations, and endowments with over £10m ($13.5m+) in investable assets. Trustees linked to their charities, charities linked to their real asset allocation, and allocation linked to the managers already managing the money — every connection verified by hand.

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1,500+

Charities Tracked

3,000+

Verified Contacts

1,110+

Manager Relationships

£10m+

Min. Investable Assets

The Problem

The Problem Was Never Finding the Names.

If you cover UK charities, you already know the hard part isn't identifying who has money. It's finding out what they actually hold, who they already use, and when that's about to change. The filings exist. Almost nobody has the patience to read them at scale, charity by charity.

3 Sources

The Data Lives in Three Places and None of Them Connect

The register gives you a filing. The annual report gives you a portfolio, buried in the notes. LinkedIn gives you a name. Nothing links them, so every prospect costs you an afternoon.

Unreliable

The Register's AUM Figure Often Isn't Investable

Self-reported assets frequently leave out investment property or count operational real estate as if it were a portfolio. The headline number tells you very little about what a charity can actually allocate.

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Trustees Are Named, But Not Reachable

Public filings list trustees. They don't tell you who sits on the investment committee, who chairs it, or how to reach them — which leaves you calling a general enquiries line.

Charity Commission filings are public, and anyone with enough patience could open every one by hand. What nobody else does is the linking — a named trustee to their charity, that charity to its actual asset allocation, and the allocation to the managers already sitting in the portfolio.

Dakota Marketplace

The Data

One Connected Record Instead of Three Disconnected Lookups.

Built around the three things a sales call actually needs: the asset allocation, the manager lineup already in the portfolio, and a named contact with information you can use. All extracted from each charity's own filed accounts.

Assets

From audited accounts

£10m+

AUM & Investable Assets

We go to the audited accounts, not the self-reported register figure, and work out what is genuinely investable — separating the endowment portfolio from operational property and restricted funds.

People

2,500+ trustees · 400+ other

3,000+

Trustee & Investment Committee Contacts

Named trustees, investment committee members, and finance leads — the people who decide where the money goes. Not a general enquiries line.

Relationships

73% of the universe

1,110+

Charities With Manager Information

See who is already managing the money. We separate the discretionary manager running the portfolio, the underlying funds, the investment consultant, and the custodian — because that distinction decides your entire approach.

Advisers

125+ consultants · 25 custodians

150+

Consultant & Custodian Relationships

Where a consultant sits between the charity and its managers, we identify them — because a consultant-led mandate is a different sale from a trustee-led one, and knowing which you're walking into changes the call.

Data Snapshot

The Whole Universe. Not a Sample.

We analyzed and filtered every UK charity to surface the ones that can write a meaningful cheque, then built the connective layer by hand and refresh it monthly.

Charities Tracked

1,500+

£10m+ investable assets

Charities, foundations, and endowments across England, Wales, Scotland, and Northern Ireland

Verified Contacts

3,000+

2,500+ trustees · 400+ other

Trustees, investment committee members, finance directors, and CIOs

Manager Information

1,110+

73% of the universe

Discretionary managers and the underlying funds they run for the charity

Consultants & Custodians

150+

125+ consultants · 25 custodians

Identified separately from the manager, because the route in is different

Why Dakota UK Charities

The Filings Are Public. The Connections Aren't.

Anyone can see that a charity has £50m. We show you who decides where it goes, what it's already invested in, and which managers are already in the room. The raw material was always available — the organization of it is what isn't.

We Work Out What's Actually Investable

The AUM figure on the public register is often unreliable. Self-reported assets frequently leave out investment property or count operational real estate as investable. We go to the audited accounts and calculate the number that matters.

We Tell You Who to Call, Not Just Who Exists

We separate the discretionary manager running the portfolio, the underlying funds, the investment consultant, and the custodian — because that distinction decides your entire approach. Alongside it: named trustees and investment committee members.

You Walk In Knowing What They Already Own

Manager relationships and asset allocation sit on the same record, so you can see the gaps before you pitch. Your first conversation starts from what the portfolio is missing rather than from a cold introduction.

The Whole Universe, Updated Monthly

Not a sample and not a scrape. We analyzed and filtered every UK charity to identify those with over £10m in investable assets, verified the connective layer by hand, and refresh it every month.

The Contacts Are Worth More Than the Channel

Trustees at these institutions frequently sit on family office and other allocator boards as well. Every trustee relationship you build here cross-pollinates the channels you're already working elsewhere in Dakota.

Works With Your Stack

Dakota Intelligence Inside Every Platform Your Team Already Uses.

Salesforce

Native, AppExchange

HubSpot

CRM Integration

DealCloud

CRM Integration

Dynamo

CRM Integration

Altvia

CRM Integration

Pinnakl

CRM Integration

Satuit

CRM Integration

Snowflake

Data Warehouse

Get Started

See What Dakota UK Charities Looks Like for Your Team.

Immediate access to 1,500+ UK charities, foundations, and endowments with over £10m in investable assets — 3,000+ verified trustee and committee contacts, asset allocation, and existing manager relationships on one connected record.

Book a Live Demo →

Four Ways to Get Started

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Download the Platform Guide

See what's inside before you commit to a conversation

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Watch the 2-Minute Overview

How it works, what you get, who it's for

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Read the Case Studies

See how firms like yours have raised more capital with Dakota

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