Dakota Wealth Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Dakota Wealth Management

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Dakota Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	541211 Offices of Certified Public Accountants
Address	11376 N Jog Road, Suite 101 Palm Beach Gardens, FL 33418

Note: Revenues for privately held companies are statistical evaluations.


Dakota Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Dakota Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Dakota Wealth Management is classified as operating in the Offices of Certified Public Accountants industry, NAICS Code 541211.

Dakota Wealth Management Annual Revenue and Growth Rate

Dakota Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Dakota Wealth Management's revenues are gauged from an analysis of company filings.

Dakota Wealth Management's Income Statement (based on Industry Averages)

Dakota Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Dakota Wealth Management is developing and marketing. Dakota Wealth Management doesn't have any recent trademark applications, indicating Dakota Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
DAKOTA WEALTH MANAGEMENT financial management; investment management; strategic financial advisory services; information, advisory, consultancy, and research services relating to finance and investments	08/06/2018
FLOURISH Conducting workshops and seminars for women in the fields of financial planning and wealth management	04/02/2012

See all trademarks and details in the Full Report.

Market Share of Dakota Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Dakota Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
ERNST & YOUNG INVESTMENT ADVISERS	Secaucus, NJ	100
KPMG LLP C/O TOTAL REWARDS DEPT	Montvale, NJ	64
PRICEWATERHOUSECOOPERS	Tampa, FL	63
DELOITTE	New York, NY	51
ANALYSIS GROUP	Boston, MA	23
BDO USA	Chicago, IL	17
CLIFTONLARSONALLEN	Minneapolis, MN	15
GRANT THORNTON	Chicago, IL	12
BEALES BEST	Victoria, TX	11

Nearby Competitors

These companies are similar in business line and location to Dakota Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PAYMASTER	Boynton Beach, FL	100
CALER DONTEN LEVINE COHEN PORTER & VEIL P.A.	West Palm Beach, FL	48
DASZKAL BOLTON	Boca Raton, FL	42
HARBOURSIDE PLACE	Jupiter, FL	31
DAKOTA WEALTH MANAGEMENT	Palm Beach Gardens, FL	23
NDM INVESTMENTS PAYROLL	Boca Raton, FL	20

Future Competition: Dakota Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Dakota Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)