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Dakota Wealth Management

About Dakota Wealth Management

Dakota Wealth Management is an independent investment management firm dedicated to high-net-worth individuals and families. Founded by Peter Raimondi, the firm focuses on personalized wealth management, blending traditional strategies with innovative solutions to foster generational wealth creation.

Min project size

50,000+

Hourly rate

50 / hr

Employees

73

Locations

United States

Year founded

Founded 2018

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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