Insights

High-Net-Worth Clients Dakota Wealth Management specializes in serving high-net-worth individuals, families, and institutions, presenting a key sales opportunity to target affluent clients seeking personalized wealth management services.

Independent Firm Advantage As an independent wealth management firm, Dakota sets itself apart by offering tailor-made investment strategies, contrasting with the industry trend towards passive investing, making it an attractive option for clients looking for personalized financial solutions.

National Presence With offices nationwide, Dakota Wealth Management has established a strong geographical presence, providing sales development representatives with the opportunity to reach clients across various regions, expanding the potential market reach.

Transformational Service Dakota's focus on delivering transformational wealth management services through experience, independent research, and rigorous analysis creates a unique value proposition for clients seeking innovative and impactful financial solutions, making it an enticing sales opportunity.

Competitive Positioning In a landscape with similar companies mostly focused on wealth management, Dakota's positioning as a provider of highly personalized services based on an inspired culture and rigorous analytical framework can be leveraged by sales professionals to stand out and attract discerning clients.

Dakota Wealth Management Tech Stack

Dakota Wealth Management uses 8 technology products and services including WordPress, Shopify, Glyphicons, and more. Explore Dakota Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Glyphicons
    Font Scripts
  • Google Font API
    Font Scripts
  • OWL Carousel
    Javascript Libraries
  • RSS
    Miscellaneous
  • Open Graph
    Miscellaneous
  • Elementor
    Page Builders

Media & News

Dakota Wealth Management's Email Address Formats

Dakota Wealth Management uses at least 1 format(s):
Dakota Wealth Management Email FormatsExamplePercentage
FLast@dakotawm.comJDoe@dakotawm.com
47%
Last@dakotawm.comDoe@dakotawm.com
5%
FMiddleLast@dakotawm.comJMichaelDoe@dakotawm.com
1%
FLast@dakotawm.comJDoe@dakotawm.com
47%

Frequently Asked Questions

Where is Dakota Wealth Management's headquarters located?

Minus sign iconPlus sign icon
Dakota Wealth Management's main headquarters is located at 11376 N. Jog Rd Suite 101 Palm Beach Gardens, Florida 33418 US. The company has employees across 2 continents, including North AmericaEurope.

What is Dakota Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact Dakota Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Dakota Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Dakota Wealth Management's official website is dakotawm.com and has social profiles on LinkedIn.

How much revenue does Dakota Wealth Management generate?

Minus sign iconPlus sign icon
As of November 2024, Dakota Wealth Management's annual revenue reached $15M.

What is Dakota Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Dakota Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Dakota Wealth Management have currently?

Minus sign iconPlus sign icon
As of November 2024, Dakota Wealth Management has approximately 74 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer Chief Investment Officer: J. T.Chief Development Officer: G. H.Chief Strategic Officer: B. K.. Explore Dakota Wealth Management's employee directory with LeadIQ.

What industry does Dakota Wealth Management belong to?

Minus sign iconPlus sign icon
Dakota Wealth Management operates in the Financial Services industry.

What technology does Dakota Wealth Management use?

Minus sign iconPlus sign icon
Dakota Wealth Management's tech stack includes WordPressShopifyGlyphiconsGoogle Font APIOWL CarouselRSSOpen GraphElementor.

What is Dakota Wealth Management's email format?

Minus sign iconPlus sign icon
Dakota Wealth Management's email format typically follows the pattern of . Find more Dakota Wealth Management email formats with LeadIQ.

When was Dakota Wealth Management founded?

Minus sign iconPlus sign icon
Dakota Wealth Management was founded in 2018.
Dakota Wealth Management

Dakota Wealth Management

Financial ServicesFlorida, United States51-200 Employees

Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management.
 
Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. 
 
Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients.
 
Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com. Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Section iconCompany Overview

Headquarters
11376 N. Jog Rd Suite 101 Palm Beach Gardens, Florida 33418 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Dakota Wealth Management's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Dakota Wealth Management's revenue is in the range of $10M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.