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VerifiedInvestment Management· Founded 2018

Dakota Wealth Management

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 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.

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HeadquartersPalm Beach Gardens, United StatesEmployees79(51 to 200)Annual revenue$1M to <$10MFounded year2018Websitedakotawm.comLinkedIn profileLinkedIn

Verified contacts

74

available on Kipplo

LinkedIn employees

79

51 to 200 range

Open roles

no listings

Distinct roles

48

indexed titles

Tech stack

1

tools in use

Monthly traffic

316

organic / mo

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Top roles at Dakota Wealth Management

48 distinct titles indexed · top 10 shown.

  • 5relationship associate
  • 4managing director
  • 4managing director, senior wealth advisor
  • 3principal, senior wealth advisor
  • 3senior relationship associate
  • 2associate wealth advisor
  • 2director of finance, principal
  • 2research analyst
  • 2senior portfolio manager
  • 2senior relationship associate, principal
  • +38more titles

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