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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dakota Marketplace is an institutional investor database. It provides visibility into who salespeople should call to raise money. Marketplace provides information and insight to assist fundraising salespeople with accurate and current sales contact information. Marketplace is intended for all levels of distribution. The platform provides access to highly detailed and hard-to-find information that can be used by the entire team to grow your business. Marketplace also gives sales teams the data they need in order to grow their Total Addressable Market. Dakota Marketplace gives you visibility into your market, eliminates stale and incomplete data, and increases the efficiency of your sales team.

Description

FINTRX delivers precise and thorough intelligence on private wealth, enabling you to secure additional meetings, enhance operational efficiency, and broaden your professional network. Our platform provides insight into global family office entities and the key decision-makers within them. Leading financial institutions utilize our advanced algorithms and extensive research capabilities to navigate the intricate and swiftly evolving private wealth landscape more effectively. With FINTRX, you gain access to detailed private wealth data on Family Offices and Registered Investment Advisors (RIAs). This ensures that you receive up-to-date and reliable information, which propels your ability to arrange more meetings, improve efficiency, and foster business growth. Instantly identify relevant decision-makers utilizing potent search filters and queries tailored to your needs. Moreover, you can sift through various investment interests, assets under management (AUM), asset flows, intent signals, potential collaborators, and much more, enabling you to uncover critical data precisely when you require it. Our platform is designed to support your strategic initiatives and drive your success in the competitive financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Altvia
Dakota Fuse
Dynamo Software

Integrations

Altvia
Dakota Fuse
Dynamo Software

Pricing Details

$13,500
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dakota

Founded

2006

Country

United States

Website

www.dakota.com/dakota-marketplace

Vendor Details

Company Name

Capital Hedge

Website

www.capitalhedge.net

Product Features

B2B Data

B2B Contact Data
B2B Intent Data
B2B Leads Data
B2B Marketing Data
Business Ownership Data
Company Data
Employee Data
Firmographic Data
Job Posting Data
Salary Data
Technographic Data

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

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