Investment Insights Koncheng Moua, Director of Data Management and Strategy | January 16, 2024

December 2023 Public Plan Commitment Summary

In the month of December, Dakota tracked a total of approximately $10.4 billion across 164...

At the core of investment sales is the need for precise tracking of all meetings scheduled and...

RIAs John Washington, Data Research Analyst | January 9, 2024

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...

RIAs Morgan Holycross, Marketing Manager | January 4, 2024

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

Dakota Marketplace Gui Costin, Founder, CEO | January 2, 2024

The Dakota Marketplace for Salesforce App is a revolutionary app built for investment firms and...

Technology Gui Costin, Founder, CEO | December 21, 2023

Salespeople are expensive, and any firm leader wants their salespeople to be productive. Having...

Investment Insights Koncheng Moua, Director of Data Management and Strategy | December 19, 2023

In the month of November, Dakota tracked a total of approximately $14.6 billion across 128...