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Choose the access tier that fits your strategy. All plans include 1 user seat with additional seats available at a flat per-seat rate.
Full access to all data across every channel — LP, GP, RIA, Family Office, institutional, international, and everything in between. The most complete data picture in private markets.
Combined access to both the RIA and Family Office channels — the two fastest-growing sources of alternative capital in the wealth management market. 17,000+ RIAs and 4,000+ family offices, fully mapped.
Complete access to all UK and European investor data — pension funds, endowments, family offices, sovereign wealth, and institutional mandates across the UK, EU, and Nordic markets.
Focused access to the RIA channel — 17,000+ registered investment advisors with 46,000+ verified contacts, 13F holdings data, CIO bios, and daily M&A tracking.
Focused access to the Family Office channel — 4,000+ legitimate family offices actively allocating capital, with 7,000+ verified contacts, CIO bios, investment histories, and stated preferences.
Everything except LP data — full GP universe, private companies, verified transactions, private funds, and fund performance benchmarking.
Dedicated access to the financial advisor channel — the FA and wealth management distribution universe, mapped and verified for distribution teams targeting the advisor market.
The insider business travel guide built by Dakota's team from two decades on the road. Handpicked hotels, restaurants, and client dinner venues across New York, Chicago, Boston, Los Angeles, San Francisco, and more — chosen by people who actually fundraise in these cities, not algorithms. The guide your road warriors have been asking for.
All plans billed annually. Contact us to discuss enterprise or custom arrangements.
Talk to an Expert →Regardless of which plan your team selects, every Dakota Marketplace subscription includes the same core capabilities — research-verified data, CRM integrations, Joe AI, and onboarding support. You pay for the data scope. Everything else comes standard.
Our research team reviews every record in your plan scope every day. Nothing is auto-populated. The data you see today reflects what is true today — not last quarter.
Salesforce, HubSpot, DealCloud, Dynamo, Altvia, Pinnakl, Satuit, Snowflake, and more — all included at no additional cost. Dakota lives inside the tools your team already uses.
The Claude-powered AI add-on that generates account summaries, meeting prep, and portfolio analysis in seconds — included with every plan. Not an upsell. Part of the platform.
Visualize every target account by geography, plan city trips around concentrations of prospects, and stack meetings before you book the flight — included in every Marketplace subscription.
Every Dakota Marketplace subscriber gets access to Dakota's proprietary news intelligence — Wealth M&A News, Transaction News, and Fundraising News — the curated market feeds that surface the information your distribution team needs before it reaches any public channel.
The RIA market is consolidating and expanding simultaneously — and every merger, acquisition, breakaway event, and new firm formation represents an opportunity for the manager who hears about it first. Dakota's Wealth M&A News tracks every relevant development in the advisor market and delivers it to your team as it happens.
Dakota's Transaction News newsletter delivers curated private market deal activity directly to your inbox — Healthcare, Technology, Industrials, Real Estate, Private Credit, and more — sorted by sector and published on a regular cadence. The deal flow your deal team needs to stay current, organized by the research team that curates 6,000+ transactions per month.
Fund launches, LP commitment announcements, mandate closures, institutional search activity — the fundraising market intelligence that tells your distribution team what is happening in the capital markets before they pick up the phone. Delivered weekly. Curated by Dakota's research team.
Every plan includes 1 user seat, full access to the data scope of your chosen plan, Joe AI Report Builder, all CRM integrations, Map It city scheduling, and access to Dakota's news feeds. There are no hidden platform fees or feature upsells.
Additional users are available at a flat per-seat rate — $1,000 per seat for most plans, $2,995 per seat for Private Markets, and $995 per seat for Financial Advisors and Recommends. All users at your firm can have access under a single subscription.
Yes. If your team's data needs expand mid-year — adding a new channel focus or upgrading to the full Marketplace — Dakota works with you to prorate the difference. Contact us to discuss a plan change at any time.
Every record in Dakota Marketplace is reviewed and verified by our research team before it is published. Nothing is auto-populated from a regulatory filing and called intelligence. The data you see today reflects what is true today — not what was filed six months ago.
Most teams are productive within the first week. No lengthy procurement cycles. No six-month onboarding. A Dakota onboarding specialist works with your team to get the data, CRM integration, and news feeds configured and running within days of signing.
Dakota Recommends is a standalone news intelligence subscription — $995/year/user — that delivers Wealth M&A News, Transaction News, and Fundraising News without requiring a full Marketplace subscription. It is designed for professionals who want the market intelligence feeds but don't yet need the full data platform.
A member of the Dakota team will follow up within one business day. Tell us about your strategy, your distribution focus, and the channels you're prioritizing — and we'll recommend the plan that makes the most sense for your team, your firm size, and your capital raising goals.
Demo available within 24 hours. No lengthy procurement cycles. Most teams are productive within the first week.
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