Platform
Products
Services
- Dakota Funds
Features
Integrations
- Salesforce
- Hubspot
- Backstop
- Intapp DealCloud
- Snowflake
- Dynamo
- Altvia
- Pinnakl
- APIs
Data Partners
- Partner Network
Data
Allocator Intelligence
International
Alternative Channels
Market Intelligence
Who We Serve
Investment Firms
Professional Services
Technology
- Software Companies
- Wealth Tech Companies
Resources
Learn
Connect
Company
Company
Community
MP Login
Talk to an Expert

Book a Demo

Two women talking business at table

Investment Insights Gui Costin, Founder, CEO | April 8, 2021

Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

Building relationships with public pension funds can be a difficult undertaking. The space is so...

Read More

Popular Posts

Top 10 Family Offices in Singapore: 2026 Guide

June 1, 2026

Top 10 Family Offices in the UAE: 2026 Guide

August 3, 2026

Top 10 Private Equity Firms in Boston: 2026 Guide

September 9, 2026

Top 10 Family Offices in Switzerland: 2026 Guide

May 4, 2026

Pittsburgh, PA city skyline - night

RIA Insights Gui Costin, Founder, CEO | March 29, 2021

6 Leading RIAs in the Pittsburgh Metro Area

One of the biggest problems when selling to RIAs is the size of the market — it can be overwhelming...

Read More

Business professional typing on laptop

Emerging Managers Tim Dolan, Vice President, Institutional Sales | March 29, 2021

How to Get Started as an Emerging Manager [Video]

In any field, starting something new can be daunting. If you’re here, you no doubt know the level...

Read More

Camera on tripod for creating videos of portfolio managers

Video Gui Costin, Founder, CEO | March 19, 2021

Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

In a world without in-person meetings, you’ve likely already been told how important it is to...

Read More

Business professional typing on laptop

Sales Best Practices Gui Costin, Founder, CEO | March 17, 2021

How to Use Salesforce to Create a Killer Follow-Up System

If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who...

Read More

hand on a laptop that shows data

Technology Gui Costin, Founder, CEO | March 5, 2021

Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises...

Read More

Tablet on desk with stack of books

Sales Best Practices Gui Costin, Founder, CEO | February 19, 2021

The Top 5 Resources for Investment Sales Professionals

These days, we’re all trying to maximize our time and become the best, most efficient versions of...

Read More

Prev 260 261 262 263 264 Next

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy