We have been fortunate at Dakota to host many events, including three conferences, and numerous...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Private Company Databases for 2025
October 3, 2025Top 10 Family Offices in the United Kingdom
February 8, 2024Top 10 Family Offices in New York
August 21, 2024
Investment Insights
Tracy Rogers, Chief Administrative Officer | September 14, 2020
Most investment management companies that exist today consider a Request for Proposal (RFP) the...
Read More
Investment Insights
Gui Costin, Founder, CEO | August 27, 2020
Overview If you are considering launching a mutual fund, there are a number of factors that you...
Read More
RIA Insights
Gui Costin, Founder, CEO | August 7, 2020
Even if you’re new to the RIA industry, you likely already know that it’s one of the...
Read More
Technology
Gui Costin, Founder, CEO | August 7, 2020
If there is one thing we’ve learned since launching our own institutional investor database, it’s...
Read More
RIA Insights
Gui Costin, Founder, CEO | July 14, 2020
Databases of RIAs can be a helpful tool that reduces prospecting time and gets you closer to...
Read More
Sales Best Practices
Dan DiDomenico, President | July 14, 2020
There is a lot of time, money, and energy spent in getting a meeting with a potential institutional...
Read More