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

Investment Management

dakota

dakota's headquarters in Bryn Mawr, PA, United States

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People (33)

Sowon Park

Genevieve Lemay

Jeffrey Flitter

Matt Loeslein

Stephanie Patterson

Jane Bailey

Koncheng Moua

Luke Winnick

Priya Stanley Kothandapani

Timothy Mitchell

Jamie Sims

Tyler Goodstein

Robert Robertson

Andrew O'Shea

Barbara Loeslein

Ryan Creighton

Steve Aitken

Jimmy G.

Raechel Mullan

Dominique Mortelliti

Drew Supinski

Christopher O'Grady

John Nostrant

Torben Wunderle

Logan Clefisch

Scott Whiteside

Mousaab Abdalla

Tracy Rogers

Luke Boedicker

Helen Bascom

Matthew Marino

Morgan Holycross

Kim Mullarkey

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