Dakota Wealth, LLC
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Dakota Wealth, LLC - overview
Established
2018
Location
-, FL, US
Primary Industry
Financial Services
About
Based in Florida, US, and founded in 2018 by CEO Peter Raimondi, Dakota Wealth, LLC, a. k. a. Dakota Wealth Management operates as an investment management firm that intends to offer investment management, wealth and estate planning, and full-service tax planning services through a team of f investment managers, advisors and client service professionals.
In January 2023, Dakota Wealth, LLC raised venture funding from new investor Emigrant Partners. The company provides a wide range of services, including investment management, tax, and estate planning, philanthropy, and generational wealth transfer. Dakota Wealth Management also offers diverse planning, trust and estate planning, financial planning, and investment strategies to high-net-worth individuals and families. As of January 2023, the firm has more than USD 2.
5 billion in assets under management and serves about 1,700 clients. The company plans to use its proceeds from January 2022 funding to support its growth and business expansion.
Current Investors
Emigrant Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.dakotawm.com
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Dakota Wealth, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | C2C Wealth Management, LLC | - | ||||||||
| Add-on | Completed | JMG Wealth Management Group, Inc. | - | ||||||||
| Add-on | Completed | Jonathan D. Pond, LLC | - | ||||||||
| Add-on | Completed | Stillwater Investment Management, LLC | - | ||||||||
| Growth | Completed | Dakota Wealth, LLC | - |
Displaying 1 - 5 of 5
Dakota Wealth, LLC - employee data
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.