Dakota Fundraising News: Mandates & Markets

from Dakota Research Podcast · host Dakota Team

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— plus a reminder to register for our next Dakota Cocktails event.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

What this episode covers

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management as well as potential acquisitions by Steward Partners. We also share the latest fundraising efforts from Periscope Equity, Community Capital, and H.I.G WhiteHorse— plus a reminder to register for our next Dakota Cocktails event. Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with ...

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Dakota Fundraising News: Mandates & Markets

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This episode is 13 minutes long.

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This episode was published on August 15, 2025.

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