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Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

Investment Insights | June 23, 2026

How ETF Sales Teams Use 13F Data to Win Switch Business

RIAs now hold nearly $4 trillion in ETF assets, representing 38.5% of total U.S. ETF assets,...

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Technology | June 23, 2026

CRM vs. Data Platform: What's the Difference for Asset Managers?

Every asset manager hits the same question at some point: do we need a CRM, or do we need a...

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Dakota Marketplace | June 23, 2026

Top Family Offices Making Direct Investments: May 2026

Family office direct investment activity is one of the most consequential capital flows in private...

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Dakota Marketplace | June 22, 2026

What We Learned Today Using Claude With Data Connected from Dakota Marketplace (June 22, 2026)

AI tools like Claude and ChatGPT can now connect directly to databases… and for anyone working in...

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Dakota Marketplace | June 22, 2026

Top 10 Sectors Family Offices Invest In: May 2026

Family office direct investment is not slowing down. "Unequivocally, there's a huge push towards...

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Technology | June 22, 2026

From 20 Minutes to 20 Seconds: How AI Is Changing Investor Research

Investor research is the most universal task in capital raising. Before any meeting, any email, any...

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