Dakota API Reference
Welcome to the Dakota API Reference! Our APIs provide everything you need to build powerful integrations and applications that connect with Dakota’s platform. Each API endpoint offers robust functionality for managing different aspects of your Dakota data.Authentication
Get access tokens and refresh tokens for secure API access.
Bulk Data - Pagination
Retrieve large datasets in pages using offset and max_num, with Account and Contact examples.
Accounts
Access account information and filter across multiple fields.
Account History
Track account field changes and filter by account, field name, and change date.
Insurance Additional Information
Explore insurance additional information records and filter by account, NAIC number, and reporting period.
Contacts
View contact information and apply filters across multiple fields.
Contact History
Track contact field changes and filter by contact, field name, and change date.
Education
Explore contact education records and filter by contact, degree, university, and graduation year.
University Alumni
Explore university alumni records and filter by metro area, name, and billing location.
Metro Areas
Explore metropolitan area data with flexible filtering options.
Marketplace Searches
Access marketplace search records and refine results through filtering.
Investments
Gain visibility into investment data with filtering options.
Investment Holdings
View detailed 13F investment holding records and filter by issuer, CUSIP, and filing data.
Investment Strategy
Explore investment strategy records and filter by account, asset class, and fundraising status.
Location (Dakota Recommends)
Explore Dakota Recommends location records and filter by type, city, and date modified.
City Guide
Explore city guide records and filter by metro area, published date, and name.
Performance
Explore performance records and filter by strategy, verification status, and as-of dates.
Fund Memo
Access fund memo records and filter by account, name, and date fields.
Fund News (Fund Launches)
Explore Form D fund launch records and filter by CIK, industry group, and filing dates.
Dakota News
Access Dakota news articles and filter by status, publish date, account, and title.
Updates
Track marketplace and contact data updates and filter by type, contact, and field name.
Transaction
Explore transaction records and filter by account, status, and dates.
Transaction Account
Explore transaction account records and filter by transaction, account, and type.
Public Plan Minutes
Explore public plan minutes with the ability to filter records.
Conferences
Organize conference data and refine the conference details through filters.
Manager Presentation (Documents)
Explore manager presentation (documents) records and option for filtering.
Custom Account Contact Relations
Fetch account & contact relationship data.
All API endpoints require proper authentication. Make sure to obtain valid access tokens before making requests.