Partner with Us
Why Partner with Dakota
Dakota In Numbers
of Dakota employees are shareholders
of Dakota employees are shareholders
of Dakota employees are shareholders
of Dakota employees are shareholders
of Dakota employees are shareholders
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.
DISTINCT PLATFORM & OPERATIONS
- Dakota was intentionally created to become a multi-billion dollar firm via organic and acquisition growth
- Our journey to build a highly respected world-class wealth management firm is centered on creating an exceptional culture, through inspired teams who deliver transformational wealth management services
- Dakota has created a highly scalable and efficient platform utilizing best-in-industry technology and consulting services to transfer the “back office” and non-revenue generating tasks from our client-facing team members, allowing them to focus their full attention on being client advisors
- Dakota is an employee and client-owned firm – no private equity or unrelated third-party shareholders
Growth & Security with Dakota
- Firms that partner with Dakota experience faster organic growth as they are able to transfer back and middle office responsibilities, utilize our Investment Team’s knowledge and insight, and gain efficiencies from our processes and technology stack.
- Dakota’s services include in-house investment management, estate and wealth planning, legal and tax advisory services – these services can be utilized to expand your offerings to current clients and enhance your overall service offerings.
PARTNERSHIP PROCESS
- Dakota employs a flexible and individual approach to each unique partnership opportunity.
- Our team focuses on two important concepts when considering a partnership: Talent and Culture
- Principals who partner with Dakota have an opportunity to have a meaningful role in the management and evolution of the firm
- Dakota has a formal and experienced integration team to assist with all aspects of integration. We view a successful transition and assimilation to be of critical importance
Partner With Us
If you are interested in learning more about partnering or becoming part of the Dakota Wealth family, please input your contact information so our team can contact you directly.
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