Company profile: Tamarac
1.1 - Company Overview
Company description
- Provider of a suite of software tools and advisor services for Independent Registered Investment Advisors, automating portfolio management, rebalancing, trading, reporting, client management, and CRM. Offerings include Tamarac Suite, Tamarac Reporting, Tamarac CRM, Tamarac Trading, a Unified Managed Account solution, and back-office support for data reconciliation, account aggregation, and compliance reporting.
Products and services
- Tamarac Suite: A comprehensive system for RIAs that automates portfolio management, client management, reporting, trading, and CRM, standardizing manual tasks to increase profitability without sacrificing quality customer service
- Tamarac Trading: An automated platform for portfolio rebalancing and trading that manages model portfolios, monitors accounts, and executes trades
- Tamarac Reporting: A customizable system that automates complex billing scenarios, offers flexible billing options, and ensures data quality through aggregation and reconciliation.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Tamarac
Virtu ITG
HQ: United States
Website
- Description: Provider of agency brokerage and financial markets technology for asset managers and hedge funds, offering high-touch and electronic execution, ETF and portfolio trading, market making liquidity, workflow tools (ITG Net, RFQ-hub, Algo Wheel, Triton EMS), a data-as-a-service API platform, liquidity sourcing via POSIT ATS/MTF and MatchIt ATS, and trading analytics.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Islero
HQ: Norway
Website
- Description: Provider of a European investment research sharing platform that connects analysts and traders, aggregating research from independent analysts and professional brokerages. The subscription service tracks and evaluates analysts to help individual investors make better decisions by highlighting advice from top-performing analysts.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Acorns
HQ: United States
Website
- Description: Provider of automated micro-investing and robo-advice, rounding up purchases to invest spare change in low-cost, diversified ETF portfolios from asset managers including Vanguard and BlackRock. Offers Acorns Invest; Later (IRA); Early (UTMA/UGMA); Checking with automatic investing; Earn bonus investments on purchases at partner brands; and Custom Portfolios for adding individual stocks and ETFs (for Premium users).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Ariva.de
HQ: Germany
Website
- Description: Provider of bank-independent financial and stock market information from Kiel, offering access to the world's largest financial markets and developing customized software solutions for preparing and presenting financial information on the Internet.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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TreasurySpring
HQ: United Kingdom
Website
- Description: Provider of a regulated digital cash investment platform for corporations, financial institutions, and other entities with excess cash, offering Fixed-Term Funds (FTFs) in multiple currencies and terms with exposure to government, bank, and corporate debt, plus secured deposits and government assets, single digital onboarding, digital KYC to start investing within 48 hours, and customizable investment guidelines and approvals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TreasurySpring company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Tamarac
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Tamarac
2.2 - Growth funds investing in similar companies to Tamarac
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4 - Top valuation comps for Tamarac
4.2 - Public trading comparable groups for Tamarac
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