Startups
We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth. Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed and implemented.
Overview
Employees
11-50
Founded date
2018
Mentions in press and media 4
| Date | Title | Description |
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| Jan 2, 2024 | Dakota Wealth Management Acquires C2C Wealth | Dakota Wealth Management, a Palm Beach Gardens, FL-based independent investment management firm, acquired C2C Wealth Management, LLC, an SEC registered investment advisory firm managing approximately $350 million in Mansfield, MA. The amoun... |
| Jan 11, 2023 | Dakota Wealth Management Receives Minority Investment from Emigrant Partners | Dakota Wealth Management, a Palm Beach Gardens, FL-based independent investment management, wealth and estate planning, and tax planning firm, received a Minority investment from Emigrant Partners. The amount of the deal was not disclosed. ... |
| Jul 1, 2021 | Dakota Wealth Management to Acquire Persimmon Capital Management |
Reviews 0
FAQ about Dakota Wealth Management
When was Dakota Wealth Management founded?
Dakota Wealth Management was founded in 2018.
What has the press written about Dakota Wealth Management?
Parsers VC has collected 4 articles mentioning Dakota Wealth Management, among them “Dakota Wealth Management Acquires C2C Wealth” (Jan 2, 2024) and “Dakota Wealth Management Receives Minority Investment from Emigrant Partners” (Jan 11, 2023).
Is Dakota Wealth Management still active?
Yes, Dakota Wealth Management is active; its latest activity on Parsers VC dates from Jun 4, 2026.