Dakota is a fundraising organization for investment firms. Commonly referred to as a Third-Party Marketer, investment firms hire us to raise money for their mutual funds and separate accounts. Since our founding in 2006, we have raised over $35 billion for our clients. We have 32 employees and are based in Bryn Mawr, PA
We work with investment firms in one of two ways: 1) we get hired to raise money for their investment strategies; or 2) investment firms join Dakota Live!, a webinar series and a software platform focused on providing in-depth information on institutional investment allocators across the country.