dakota

dakota

金融服务

Bryn Mawr,PA 6,248 位关注者

Fundraising services, software and data to help investment firms grow their businesses.

关于我们

Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to: - Institutional Searches - Public Plan Minutes - Public Pension Investments - Field Consultant Information - Manager Presentations - Fee Studies - 13F and Investment Holdings We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection

网站
https://www.dakota.com
所属行业
金融服务
规模
11-50 人
总部
Bryn Mawr,PA
类型
合营企业
创立
2006
领域
Boutique Asset Managers、Mutual Funds、Distribution、Thought Leadership、Consulting、RIA Channel Expertise 、Third-Party Marketing、Video Production Services、Live Interview Insights和Networking Events

地点

  • 主要

    925 W. Lancaster Avenue

    Suite 220

    US,PA,Bryn Mawr,19010

    获取路线
  • 2300 Chestnut St

    Suite 420

    US,PA,Philadelphia,19103

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