Limina vs Tamarac
LiminaInvestment Management Software
From $12,800 / yrPublished price
TamaracPortfolio Management
Limina Investment Management Software The modern platform for growing investment managers | Tamarac Portfolio Management Where RIAs Build and Grow | |
|---|---|---|
| Overview | ||
| Category | Investment Management Software | Portfolio Management |
| What it is | Investment management system with OMS and portfolio tools. | RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors. |
| Pricing | ||
| Published price | From $12,800 / yr No public pricing; enterprise investment-management SaaS quoted per firm based on AUM, modules, and complexity. Aimed at firms managing roughly $100M-$30B in assets. | Envestnet Tamarac does not publish a paid list price. The public Tamarac page presents trading, reporting, billing, CRM, and client portal tools and asks prospective RIAs to conne… |
| Pricing model | Tiered plans | Not available |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 2000 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | London, UK | Seattle, WA |