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RIA Insights Dakota Insights | August 11, 2025

New RIAs from July 2025 | RIA Launches

At Dakota, we believe the edge comes from being early. That’s why our data team tracks every single...

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Dakota Marketplace Gui Costin, Founder, CEO | August 8, 2025

Deal Sourcing Guide: Private Sponsor Backed Industrial Companies

Why the Industrials Sector Matters The industrial sector, spanning manufacturing, construction,...

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Dakota Marketplace Gui Costin, Founder, CEO | August 8, 2025

Deal Sourcing Guide: Private Sponsor Backed Financial Companies

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Dakota Marketplace Gui Costin, Founder, CEO | August 8, 2025

Deal Sourcing Guide: Private Sponsor Backed Healthcare Companies

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RIA Insights Dakota | August 7, 2025

RIA Channel Updates: July 2025 Insights

RIA deal volume and acquired AUM increased in July compared to June, with Dakota tracking 32...

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Investment Insights Dakota | August 5, 2025

July 2025 Financial Advisor Moves | Firm Changes

July saw a number of marquee people moves punctuate a competitive recruiting landscape, with UBS on...

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RIA Insights Dakota Insights | July 29, 2025

New RIAs from June 2025 | RIA Launches

We are pleased to present the Monthly Report of Recently Registered RIAs - June 2025. We are...

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