Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Dakota Marketplace
Koncheng Moua, Director of Data Management and Strategy | December 17, 2024
In November, Dakota tracked over $20.3 billion across 133 investments. Throughout this time, 37...
Read More
RIA Insights
Morgan Holycross, Marketing Manager | December 11, 2024
If you’ve ever found yourself sifting through the SEC’s website in search of Registered Investment...
Read More
RIA Insights
Dakota | December 10, 2024
Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not...
Read More
Dakota Marketplace
Koncheng Moua, Director of Data Management and Strategy | December 5, 2024
Keeping tabs on new fund launches is essential for staying ahead. This month, we've highlighted a...
Read More
Investment Insights
Koncheng Moua, Director of Data Management and Strategy | November 20, 2024
October brought another active month in the institutional investment landscape, with RFPs spanning...
Read More
Dakota Marketplace
Koncheng Moua, Director of Data Management and Strategy | November 19, 2024
In October, Dakota tracked over $9.6 billion across 128 investments. Throughout this time, 54...
Read More