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RIA Insights Gui Costin, Founder, CEO | January 6, 2022

Top 10 RIA Firms in the Cincinnati Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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Two computer monitors on desk Technology Gui Costin, Founder, CEO | September 24, 2021

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...

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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...

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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...

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two women working on laptops at a table Technology Rob Robertson, President of Dakota Marketplace | January 13, 2021

Choosing the Right Institutional Investor Database: 4 Key Considerations

If you’re constantly scrambling to find people — the right people — to call on and set meetings...

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desktop monitor on desk in city office Technology Gui Costin, Founder, CEO | December 10, 2020

4 Common Institutional Investor Database Myths

Have you ever sat down to start your day, only to find your inbox flooded with other salespeople...

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four people sitting at a table Technology Gui Costin, Founder, CEO | November 11, 2020

5 Benefits of Adding an Additional Marketplace User

If you’re a Marketplace member, chances are you already know the benefits that come from a...

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