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Client Portal

Portal Login

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use the SecureSend feature to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in above or register here.

To send a file without creating an account use the SecureSend page.

Wealth Management: DAK works across the broad Wealth Management landscape. This includes large independents as well as national, regional, and independent Broker Dealers.

Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from Trillion AUM+ global asset managers to specialty boutiques.

Asset Servicing/FinTech/Back Office Solutions: Back Offices and Technology Infrastructure is what makes it all work for Financial Services companies. DAK works with firms large and small.


Insurance: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates.

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"C Level" Searches — "C Level” searches comprise an ever-growing portion of our search mandates, and currently represent 10% of our practice.

Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders.

Sales — DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales searches spanning multiple channels throughout the Americas.

Investment Management — DAK is engaged at all times with Investment Management searches covering all product structures and Asset classes.

Marketing — DAK is engaged at all times with Senior and strategically critical Marketing search mandates.


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DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.


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We provide high-touch, customized Executive Search for firms that put a premium on hiring the best. Our service includes Position Design; Compensation Guidance & Benchmarking; Intense Research inclusive of up to hundreds of calls and dozens of meetings; Position specific Interview Questions; Deep, personalized Assessment Interviews; Deep industry references and comprehensive background investigation; Behavioral Profiling; Onboarding and Follow-up post hire.


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DAK works on "flat-fee" retainer basis with our clients providing total transparency and fair pricing while ensuring discretion, intense focus, and complete alignment. We have several customized engagement models including The Select Client Commitment designed for multiple hires and on-going recruiting scenarios. DAKdirect is our web-based recruiting portal for non-retained search.


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