We are thrilled to share the news that Emigrant Partners has completed a second-round investment in Dakota Wealth Management. As our CEO Jennifer Souza told Citywire RIA, “Dakota exemplifies the type of investment we are looking to make. When we invested a year ago, it was really identifying Peter Raimondi and his team as the type of leadership team that we want to back.” We look forward to continuing to deepen our relationship with Dakota, and to strategically helping to accelerate their impressive growth. Thank you Ian Wenik and Citywire for covering this important news. https://lnkd.in/e_tkFKR9
This is a powerhouse team
Well done! Dakota is an amazing firm and Emigrant is a fantastic partner!
Nice work, and congratulations to everyone involved!
Congrats Jenny and EP team!
Congratulations Peter Raimondi and Jennifer Souza on continuing a great partnership!
A good investment!
Congratulations on a great partnership!
Financial Services Executive | Asset & Wealth Management
5moIt has been a fun year working with Dakota Wealth Management, and we at Emigrant Partners are looking forward to many more years of fruitful partnership with Peter Raimondi and his team!