Individual FAs Checkout Page

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A Database of Financial Advisors

Includes

A Subscription to Dakota FAs Provides

Comprehensive financial advisor data across global broker dealers, banks, and platforms (insert numbers here)
Real-time contact updates, including verified emails
Metro area functionality with Dakota Recommends for meeting planning (link to Dakota Recommends where they can buy that login too :) eventually)
Chrome Extension for compatible websites and LinkedIn
AI Report Builder (Joe) to help you find what you’re looking for faster

Configure Your Subscription

Yearly Subscription

$999.00/year
($83 per month, paid annually)

If more than 10 licenses contact sales
sales@dakota.com

* Accept Terms & Conditions

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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481