The Dala Group
- Company typePrivate
- Founded2018
- HeadquartersHoffman Estates, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
The Dala Group firmographics
Firmographics- Name
- The Dala Group
- Legal name
- The Dala Group
- Website
- https://thedalagroup.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where The Dala Group is headquartered
LocationHeadquarters
- HQ city
- Hoffman Estates
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Dala Group business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- AUM-Based Advisory Fees: Fee-based fiduciary revenue model where the firm charges a percentage of assets under management. Fees are tiered based on portfolio size, ranging from 1.0% on the first $1M down to 0.35% on balances above $10M. For smaller accounts under $480K, a flat $4,800 annual fee applies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Balances $0 to $480,000 pay a flat $4,800 annually |
| Subscription | Annual | Balances $480,001 to $1,000,000 at 1.0% |
| Subscription | Annual | Balances $1,000,001 to $2,000,000 at 0.75% |
| Subscription | Annual | Balances $2,000,001 to $3,000,000 at 0.60% |
| Subscription | Annual | Balances $3,000,001 to $10,000,000 at 0.50% |
| Subscription | Annual | Balances over $10,000,000 at 0.35% |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
The Dala Group product offering
Product offeringCore offering
The Dala Group is referenced in the input as a financial services firm; however, no source-backed factual description of its core offerings was provided in this extraction call.
Product overview
The Dala Group is an independent registered investment advisory firm offering a unified wealth management service combining Financial Planning, Investment Management, and Tax Efficiency into a comprehensive offering. The core service begins with understanding each client's unique financial story and partners with them to develop comprehensive plans covering cash flow, insurance, investments, retirement, tax planning, and estate planning. Additional educational services include free Social Security seminars at local libraries. The firm uses eMoney for financial planning, Holistiplan for tax planning, Redtail CRM for client management, and Schwab Advisor Center as the custodian platform.
Differentiator
Problem solved
Functional benefit
Companies that use The Dala Group
Customer profileSegments2 records
The Dala Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature2 records
The Dala Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwabcoreCharles Schwab serves as the custodian platform for client accounts. The Dala Group uses Schwab Advisor Center for account management and directs clients to Schwab for account access and trading services.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
The Dala Group competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, investment management, and tax planning for individuals, families, and business owners. Comparable in integrated planning approach but with materially broader geographic and segment coverage.
- Edward Jones: National wealth management firm with a relationship-driven, branch-based model serving individuals and families across the U.S. Comparable in targeting middle-market households with retirement, investment, and financial planning, though larger and historically commission-leaning.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, estate, and retirement planning to individuals and families. Comparable on the full-service fiduciary offering but at significantly greater scale and geographic reach.
- Edelman Financial Engines: Large national RIA providing financial planning, investment management, and 401(k) advice to individuals and families, with both advisor-led and digital channels. Comparable in fiduciary approach but at meaningfully greater scale.
Regional players
- North Star Resource Group: Midwestern independent financial planning firm offering retirement, tax, and wealth management services to individuals and families across the central U.S. Comparable in client segment, planning depth, and Midwestern footprint.
Direct peers
- Carson Group: RIA-supporting platform serving independent advisors with wealth management, coaching, and back-office services. Comparable in providing holistic financial planning to individuals and families and in emphasizing the fiduciary value proposition.
- Halbert Hargrove: Long-standing fee-only fiduciary RIA providing comprehensive wealth management and financial planning to individuals and families, with comparable integrated tax and retirement planning. Smaller-than-large-RIAs but similar in service breadth and client relationship model.
- Lourd Murray Wealth Advisors: Independent fee-only RIA in Illinois serving individuals and families with financial planning and investment management. Comparable in regional Midwestern scope, fiduciary model, and integrated planning offering.
- Buckingham Strategic Wealth: Fee-only fiduciary RIA offering comprehensive financial planning and investment management to individuals and families, with a similar advisor-team model and national footprint. Buckingham is among the most direct comparables in scale and service mix.
Emerging players
- Facet Wealth: Flat-fee digital financial planning firm targeting affluent households with comprehensive advice. Comparable in fiduciary, transparent-fee positioning but with a primarily virtual delivery model that competes for the same client segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key highlights7 records
Customer concentration
The Dala Group social profiles
Digital presenceThe Dala Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Dala Group leadership team
Management profileNumber of profiles
The Dala Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Dala Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Dala Group
What does The Dala Group do?
The Dala Group is referenced in the input as a financial services firm; however, no source-backed factual description of its core offerings was provided in this extraction call.
Is The Dala Group a public or private company?
The Dala Group is a private company. It is classified as unknown and is currently operating.
When was The Dala Group founded?
The Dala Group was founded in 2018. It employs 1 to 10 people.
Where is The Dala Group based?
The Dala Group is headquartered in Hoffman Estates, United States, in the North America region.
How does The Dala Group make money?
One revenue line is on record: AUM-Based Advisory Fees.
Who are The Dala Group's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Edward Jones, Creative Planning and Edelman Financial Engines. North Star Resource Group is listed as a regional player. Direct peers are Carson Group, Halbert Hargrove, Lourd Murray Wealth Advisors and Buckingham Strategic Wealth. Facet Wealth is listed as an emerging player.
Does The Dala Group have an API?
No public API is recorded for The Dala Group.