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Dakota Wealth Management

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Banner of the Coast (Thunderbrunt) (detail) by Brian Rutenberg

Why Partner With Dakota

Employee-first CULTURE
To enhance service quality, Dakota focuses on attracting and keeping talented employees through a supportive, collaborative work environment. Employees can also gain equity ownership for financial growth.

Integrating with FLEXIBILITY
Dakota values unique partnerships, tailoring transactions to meet the specific needs, goals, and objectives of partners and employees.

Next Gen LEADERSHIP
Dakota empowers future leaders through mentorship, guidance, and growth opportunities to nurture skills and talents within a supportive community.

A Strong Stance AGAINST PRIVATE EQUITY
Private Equity is not considered the best option at Dakota as it doesn’t align with the welfare of employees, clients, or shareholders.

The Significance of THE CLIENT EXPERIENCE
Dakota specializes in personalized communication, relationships, and services such as wealth management, tax planning, and equity asset management to help clients achieve their goals.

Creating a Legacy through SUSTAINABLE CAPITAL
Dakota raised capital from friends, family, and 85% of employees who became owners, reflecting a culture of friendship and alliance.

Dakota in numbers

of Dakota employees are shareholders
0 %
in Assets Under Management (12/16/25)
0 B
Transactions in 7 years
0
Over 1/3 of Dakota is under 40 years old
0 %
of employees are women
0 %

CUSTOM INTEGRATION

  • Dakota uses a flexible, individualized approach for each partnership, ensuring tailored integration.
  • Talent and culture take priority in guiding the partnership and integration process.
  • Partnering principals get the opportunity to play a significant role in Dakota’s management and evolution, encouraging active collaboration.
  • A formal, experienced Integration Team manages onboarding, ensuring a smooth transition and ongoing support from day one.

INVESTMENT PLATFORM AND OPERATIONAL SUPPORT

  • Experienced Team — Investment professionals with backgrounds in leading financial institutions focus on research, execution, and innovation.
  • Bespoke Investment Solutions — A comprehensive offering for advisors, providing equity, fixed income, mutual funds, ETFs, and alternative investments tailored to their needs.
  • Streamlined Back Office and In-house Trading Services — Comprehensive operations and back office support, tailored to improve the trading experience and provide effective support for advisors. Include logos: Workplace, AdvisorCloud360, Tamarac, eMoney, Salesforce, Pontera.
  • State-of-the-Art Research Tools and Partners

PARTNERSHIP PROCESS

Featured Artist - We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian’s work which is such an inspirational display of self-expression at www.brianrutenbergart.com.