Strategic acquisition brings AUM to approximately $3.8 billion PALM BEACH GARDENS, Fla., September 8, 2023/PRNewswire/ […]
Press
Dakota Wealth Management Acquires Stillwater Investment Management, LLC
Strategic acquisition brings AUM to approximately $3.2 billion PALM BEACH GARDENS, Fla., June 1, 2023 […]
Dakota Wealth Management Named a 2023 Best Places to Work for Financial Advisers by InvestmentNews.
PALM BEACH GARDENS, FLORIDA —March 7, 2023— Dakota Wealth Management has been recognized as a […]
Dakota Wealth Management Receives Strategic Minority Investment from Emigrant Partners
Emigrant Partners (“EP”) announced a strategic minority, non-voting investment in Dakota Wealth Management (“Dakota”), a […]
Dakota Wealth Management Named to Inc.’s 2022 Best in Business List in Financial Services
3rd annual list recognizes 241 private companies putting purpose ahead of profit PALM BEACH […]
Dakota Wealth Management Announces Opening of Syracuse, NY Office
Hires three professionals from Key Bank’s wealth management division PALM BEACH GARDENS, Fla., June 21, […]