Emigrant Partners’ Post

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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

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Jennifer Souza

Financial Services Executive | Asset & Wealth Management

3mo

It 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!

John Phoenix

Partner at Wealth Advisor Growth Network

3mo

This is a powerhouse team

Jeff Brown

Empowering the Evolution of Wealth Management

3mo

Well done! Dakota is an amazing firm and Emigrant is a fantastic partner!

Michael Achillas

Real Estate Wealth Advisor To Fortune 500 CEOs, Entrepreneurs, and Foreign & Domestic Investors. Helping you get started through real estate investments and financing strategies.

3mo

Nice work, and congratulations to everyone involved!

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Thomas New

President @ Verdence Capital Advisors | Investment Management

3mo

Congrats Jenny and EP team!

Congratulations Peter Raimondi and Jennifer Souza on continuing a great partnership!

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John P. Napolitano CFP®, CPA, PFS, MST

CEO & Founder of Napier Financial (formerly U.S. Wealth Management)

3mo

A good investment!

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Marco Hanig

Managing and Founding Principal, Alternative Fund Advisors

2mo

Congratulations on a great partnership!

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