Integrated technology platform for independent financial advisors and RIAs to manage wealth and trading.
API Access
Est. Price
~$120,000/yr est.
Update Frequency
daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
69%
API
API Available
Product Overview
Financial Data and Wealth Management Platform$$$
Offering: Consumer financial data aggregation, transaction enrichment, and integrated wealth management software for financial institutions and RIAs.
Best for: Fintechs and wealth management firms building consumer-facing financial wellness or portfolio management applications.
Benefits
- Extensive connectivity to thousands of global financial institutions
- Robust transaction data enrichment and categorization capabilities
- Integrated ecosystem combining data aggregation with wealth management workflows
- Flexible delivery via REST API for real-time application integration
Drawbacks
⚠ High enterprise pricing can be prohibitive for smaller startups · ⚠ Complexity of platform integration due to broad product scope · ⚠ Data coverage gaps in emerging or non-core geographic marketsProduct Intelligence
Value Score
29
quality per $
Coverage
38
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
wealth managementtrading oversightreportingclient engagement
Coverage
US
Delivery
APISaaS
Pricing Tiers
Vedex estimate
~$120,000/yr est.
SUBSCRIPTIONMEDIUM
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$120,000/yr est.
Request a sample directly from Envestnet | Yodlee.
Web Authority
Notable10 mentions·3 platforms
LinkedIn
5 × 2 pts+10
Reddit
3 × 3 pts+9
linkedin company
2 × 1 pts+2
Evidence5 sources
Reddit
Envestnet Tamarac CRM (cloud version) - feedback : r/CFP
Envestnet Tamarac CRM (cloud version) - feedback. Hi,. We are a midsize RIA firm. Currently using a custom-built Microsoft Access solution for ...
Reddit
TAMP - Black Diamond/Orion/Advyzon/Envestnet/Capitect
After doing a decent amount of research, it seems like the main TAMPs mentioned are Black Diamond, Orion, Advyzon, Envestnet Tamarac & Capitect.
Reddit
What has been your TAMP experience? : r/CFP
Hands down Envestnet/Tamarac. As a Tamarac billing/reporting client, you benefit from TUMA. You can't beat their universe of SMA managers. RIA ...
Data Dictionary
Expected fields and columns in this data product
About Envestnet Tamarac
Envestnet Tamarac is an alternative data product offered by Envestnet | Yodlee, available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $120,000/yr (an estimate, not a vendor-published price).
Integrated technology platform for independent financial advisors and RIAs to manage wealth and trading.
About Envestnet | Yodlee
Envestnet | Yodlee is a aggregator vendor based in Berwyn, Pennsylvania, USA. Envestnet | Yodlee is a leading data aggregation and analytics platform that provides financial institutions, fintechs, and developers with secure access to consumer financial data. By connecting to t...