dakotawm.com Revenue and Competitors

Palm Beach Gardens, FL USA

Location

#547

Growjo Ranking

Investments

Industry

Estimated Revenue & Valuation

  • dakotawm.com's estimated annual revenue is currently $18.2M per year.(i)
  • dakotawm.com's estimated revenue per employee is $227,000

Employee Data

  • dakotawm.com has 80 Employees.(i)
  • dakotawm.com grew their employee count by 40% last year.

dakotawm.com's People

NameTitleEmail/Phone
1
Founder, Managing Partner and Chief Strategic OfficerReveal Email/Phone
2
Head TraderReveal Email/Phone
3
General CounselReveal Email/Phone
4
Managing Director, Senior Wealth AdvisorReveal Email/Phone
5
Director, Client ServicesReveal Email/Phone
6
Director, Senior Wealth AdvisorReveal Email/Phone
7
Chief Growth OfficerReveal Email/Phone
8
Director, Marketing & CommunicationsReveal Email/Phone
9
Chief Development OfficerReveal Email/Phone
10
Managing Director, Senior Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.5M3633%N/AN/A
#2
$11.6M578%N/AN/A
#3
$8.2M457%N/AN/A
#4
$18.4M8114%N/AN/A
#5
$13.7M676%N/AN/A
#6
$7.4M418%N/AN/A
#7
$5.6M317%N/AN/A
#8
$3.8M24-11%N/AN/A
#9
$4.6M290%N/AN/A
#10
$18.2M800%N/AN/A
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What Is dakotawm.com?

Dakota Wealth Management is an independent investment 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 www.dakotawm.com

keywords:N/A

N/A

Total Funding

80

Number of Employees

$18.2M

Revenue (est)

40%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$17.8M810%N/A
#2
$14.6M8137%N/A
#3
$15M82-26%N/A
#4
$21.1M84-26%N/A
#5
$23M8510%N/A