USA – 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.The company intends to use the funds to expand operations and its business reach.Founded in 2018 by CEO Peter Raimondi, and also led by Chief Strategic Officer Bryan Keller, Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. Dakota Wealth Management offers wealth management which designed investment portfolios and personalized wealth management services. It has over $2.5B assets under management across more than 1,700 clients, has integrated seven acquisitions and executed on several advisor tuck-ins since inception.11/01/2023
