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Dakota Wealth Management

Investment Management

Specialities :
Investment management
Financial planning
Estate planning
Trust planning
Tax planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Dakota Wealth Management

What does Dakota wealth management do?+

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)...

What are Dakota wealth management's specialties? +

Investment management,financial planning,estate planning,trust planning,tax planning,business consulting,executive consulting,legacy planning,and retirement planning

What is Dakota wealth management's industry? +

Dakota wealth management operates in the Investment management industry.

What is Dakota wealth management's revenue? +

Dakota wealth management's revenue is 11m - 100m

What is Dakota wealth management's company size? +

Dakota wealth management has 51 - 200 employees.

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