Insights

Outsourced Sales Team Dakota offers outsourced sales and marketing services for boutique investment management companies, presenting a significant sales opportunity for firms seeking to boost their client base and revenue by leveraging Dakota's established team and resources.

Institutional Investor Database By utilizing Dakota's comprehensive institutional investor database with over 9,000 qualified contacts, sales professionals can access a wealth of potential leads and contacts to enhance their outreach and secure more meetings, ultimately driving sales growth.

Technology Integration Dakota's tech stack including Google Analytics, Microsoft tools, jQuery, and JavaScript indicates a tech-savvy approach to sales and marketing. Leveraging this technology suite can empower sales teams to optimize their strategies, track performance, and engage with prospects effectively.

Targeted Financial Services Segment As a player in the financial services industry, Dakota's focus on helping investment firms grow positions it as a valuable partner for sales professionals targeting this niche. Collaborating with Dakota can open doors to key players in finance and investment, driving revenue opportunities.

Understanding Diverse Firm Needs Dakota's recognition of the unique requirements of each firm and the offer of a quiz to determine the best resources highlight a personalized approach to sales support. This tailored assistance can be a compelling factor for sales reps aiming to meet the specific needs of their clients effectively.

Similar companies to dakota

dakota Tech Stack

dakota uses 8 technology products and services including Google Analytics, Microsoft Word, Microsoft Outlook, and more. Explore dakota's tech stack below.

  • Google Analytics
    Analytics
  • Microsoft Word
    Editors
  • Microsoft Outlook
    Email
  • Font Awesome
    Font Scripts
  • AOS
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • JavaScript
    Programming Languages

Media & News

dakota's Email Address Formats

dakota uses at least 2 format(s):
dakota Email FormatsExamplePercentage
FLast@dakotafunds.comJDoe@dakotafunds.com
98%
First@dakotafunds.comJohn@dakotafunds.com
2%
FLast@dakota.comJDoe@dakota.com
91%
Last@dakota.comDoe@dakota.com
6%
First.Last@dakota.comJohn.Doe@dakota.com
3%

Frequently Asked Questions

Where is dakota's headquarters located?

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dakota's main headquarters is located at 925 W. Lancaster Avenue Suite 220 Bryn Mawr, PA 19010 US. The company has employees across 5 continents, including North AmericaSouth AmericaAsia.

What is dakota's phone number?

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You can contact dakota'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's stock symbol?

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dakota is a publicly traded company; the company's stock symbol is DC-WT.

What is dakota's official website and social media links?

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dakota's official website is dakota.com and has social profiles on LinkedIn.

How much revenue does dakota generate?

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As of January 2025, dakota's annual revenue reached $3.8M.

What is dakota's NAICS code?

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dakota's NAICS code is 52 - Finance and Insurance.

How many employees does dakota have currently?

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As of January 2025, dakota has approximately 125 employees across 5 continents, including North AmericaSouth AmericaAsia. Key team members include Chief Revenue Officer At Dakota Marketplace: F. S.Chief Data Officer: K. H.Chief Operating Officer: D. E.. Explore dakota's employee directory with LeadIQ.

What industry does dakota belong to?

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dakota operates in the Financial Services industry.

What technology does dakota use?

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dakota's tech stack includes Google AnalyticsMicrosoft WordMicrosoft OutlookFont AwesomeAOSjQueryHTTP/3JavaScript.

What is dakota's email format?

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dakota's email format typically follows the pattern of . Find more dakota email formats with LeadIQ.

When was dakota founded?

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dakota was founded in 2006.
dakota

dakota

Financial ServicesPennsylvania, United States51-200 Employees

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

Section iconCompany Overview

Headquarters
925 W. Lancaster Avenue Suite 220 Bryn Mawr, PA 19010 US
Phone number
Website
dakota.com
Stock Symbol
DC-WT
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    dakota's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    dakota's revenue is in the range of $10M

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