AI Buyer Insights:

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

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● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Dakota Wealth Management
Location
11376 North Jog Road, Suite 101,
Palm Beach Gardens, 33418, FL,
United States
Website
https://www.dakotawm.com/
Phone
1 561-774-8101
Artw industry
Banking and Financial Services
Employee
Revenue

Dakota Wealth Management Technographics

Dakota Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Dakota Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 170 Dakota Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Dakota Wealth Management has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2024, DocuSign eSignature for Digital Signing in 2023, Salesforce Marketing Cloud for Marketing Automation in 2025 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Dakota Wealth Management is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Google , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Dakota Wealth Management revenues, which have grown to $45.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Dakota Wealth Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Dakota Wealth Management Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2024 2024
Collaboration Collaboration 2017 2017
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2024 2024
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2023 2023
Digital Signing Content Management 2024 2024
Web Content Management Content Management 2025 2025
Web Content Management Content Management 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Marketing Cloud Marketing Automation CRM n/a 2025 2025
Tag Management CRM 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Performance and Planning Investment Management 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2023 2023
Transactional Email PaaS 2025 2025
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2017 2017
Domain Name System (DNS) IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2018 2018
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2018 2018
IT Decision Makers and Key Stakeholders at Dakota Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Dakota Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Dakota Wealth Management Technographics

Dakota Wealth Management is a Banking and Financial Services organization based in United States, with around 170 employees and annual revenues of $45.0 million.

Dakota Wealth Management operates a diverse technology stack with applications such as Zoom, DocuSign eSignature and Salesforce Marketing Cloud, covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Automation.

Dakota Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, DocuSign and Salesforce.

Dakota Wealth Management recently adopted applications including WordPress in 2025, accessWidget in 2025 and Salesforce Marketing Cloud in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Dakota Wealth Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Dakota Wealth Management’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Dakota Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.