Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

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Blogs By Gui Costin, Founder, CEO

business professionals at desk with laptop, pens, and paper | September 24, 2020

How Does An Institutional Investment Firm Benefit From a CRM?

A CRM is far more than a database of accounts and contacts, but most people confuse the true...

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investment on table | September 23, 2020

How to Launch a Mutual Fund: 5 Questions to Ask Before You Act

If you’re considering launching a mutual fund, there is a lot to work through before you take any...

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camera filming | September 16, 2020

How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous...

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Marketplace software view for New York City | September 1, 2020

Dakota Marketplace Frequently Asked Questions

What is Dakota Marketplace? Dakota Marketplace is an institutional investor and database of RIAs...

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person drawing mutual funds thought bubble with keyboard | August 27, 2020

Launching a Mutual Fund? Top Series Trust Providers to Consider

Overview If you are considering launching a mutual fund, there are a number of factors that you...

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People sitting around a table at a meeting | August 7, 2020

Is the RIA Industry Right For You?: 7 Questions to Ask Before Your Next Meeting

Even if you’re new to the RIA industry, you likely already know that it’s one of the...

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