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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 StatesEmployees91(51 to 200)Annual revenue$1M to <$10MFounded year2018Websitedakotawm.comLinkedIn profileLinkedIn

Verified contacts

82

available on Kipplo

LinkedIn employees

91

51 to 200 range

Open roles

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Distinct roles

54

indexed titles

Tech stack

6

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Monthly traffic

316

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Top roles at Dakota Wealth Management

54 distinct titles indexed · top 10 shown.

  • 5relationship associate
  • 4managing director
  • 4managing director, senior wealth advisor
  • 4senior relationship associate
  • 3director, senior wealth advisor
  • 3principal, senior wealth advisor
  • 3research analyst
  • 2associate wealth advisor
  • 2client services associate
  • 2director of finance, principal
  • +44more titles

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