DakotaInsights

Reports & Ebooks

The latest resources, trends and insights to help make fundraising and deal sourcing simpler.

Filter by Topic




















dakota__marketplace- One Color Black-2

Fundraising is hard. Deal Sourcing is hard. Dakota’s data makes both easier.

Group 33030

blog

Top 10 RIA Firms in the Chicago Metro Area

By: Morgan Holycross, Marketing Manager September 14, 2023

blog

August 2023 Financial Advisor and RIA Moves and Acquisitions

By: John Washington, Data Research Analyst September 13, 2023

blog

The Top 401(k) Databases for 2023

By: Morgan Holycross, Marketing Manager September 12, 2023

blog

Top 10 RIA Firms in the New York City Metro Area

By: Morgan Holycross, Marketing Manager September 07, 2023

blog

Top 10 RIA Firms in the Los Angeles Metro Area: 2026 Guide

By: Morgan Holycross, Marketing Manager August 31, 2023

blog

The Top Hedge Fund Databases for 2023

By: Morgan Holycross, Marketing Manager August 29, 2023

blog

July 2023 Financial Advisor and RIA Moves and Acquisitions

By: John Washington, Data Research Analyst August 23, 2023

blog

The Top Databases of RIAs and How to Get the Most Out of Them

By: Gui Costin, Founder, CEO August 18, 2023

blog

July 2023 Public Plan Commitment Summary

By: Dakota August 08, 2023

blog

June 2023 Public Plan Commitment Summary

By: Dakota July 11, 2023

blog

May 2023 Public Plan Commitment Summary

By: Gui Costin, Founder, CEO June 08, 2023

blog

Q1 2023 ETF Recap

By: Gui Costin, Founder, CEO June 06, 2023

blog

The Characteristics of an Elite Salesperson

By: Gui Costin, Founder, CEO May 25, 2023

blog

April 2023 Financial Advisor and RIA Moves and Acquisitions

By: Gui Costin, Founder, CEO May 19, 2023

blog

Public Plan Commitments Summary for April 2023

By: Gui Costin, Founder, CEO May 11, 2023

blog

13F Equity Sub-Asset Class Trends Q4 2022

By: Gui Costin, Founder, CEO May 10, 2023

blog

The Top 15 Largest Hedge Fund of Funds

By: Gui Costin, Founder, CEO May 03, 2023

blog

The Top 13F Equity Holders by Sub-Asset Class

By: Gui Costin, Founder, CEO April 27, 2023

blog

March 2023 Financial Advisor and RIA Moves and Acquisitions

By: Gui Costin, Founder, CEO April 26, 2023