EPISODE · Jul 28, 2025 · 10 MIN
Fundraising News Podcast: The Capital Stack Chronicles
from Dakota Research Podcast · host Dakota Team
In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming from the Cambridge Retirement System and searches coming from the City of Holyoke Retirement Board. We also share the latest fundraising efforts from Glade Brook Capital Partners and ACRE — 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 Tired of chasing outdated leads?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 Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming from the Cambridge Retirement System and searches coming from the City of Holyoke Retirement Board. We also share the latest fundraising efforts from Glade Brook Capital Partners and ACRE — plus a reminder to register for our next Dakota Cocktails event...
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Fundraising News Podcast: The Capital Stack Chronicles
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