Tamarind Learning

What Tamarind Learning does

Tamarind Learning is a privately held online wealth education platform founded in 2020 by Dr. Kirby Rosplock and headquartered in Boca Raton, Florida. It serves ultra-high-net-worth families, their heirs and beneficiaries, and the advisors and family offices that support them, delivering domain-specific education on estate planning, trusts, fiduciary responsibilities, investing, tax, and family governance. The company's flagship offering is the Accredited Beneficiary Stewardship Program (ABS), positioned as the first and only self-paced, online learning program and professional designation for trust beneficiaries, supplemented by courses in Personal Finance, Investing, Tax, Estate Planning, Trustee Basics, and Working With Advisors, plus the newer Purposeful Prenups course and the Rising Gen Leadership Institute.

The platform is a secure, sophisticated eLearning environment supporting both individual and cohort-based learning, with multi-modal content (film, interviews, articles), gamification, applied learning techniques, MFA, Stripe payment integration, an Advisor Dashboard with cohort progress tracking, a Course Planner with calendar integration, and AI-supplemented fuzzy search. The platform also operates a separate Canadian education portal and distributes podcasts across Apple Podcasts, Spotify, and Amazon Music, alongside a monthly Wealth in Focus newsletter and on-demand webinars with partners such as Withersworldwide.

Tamarind Learning monetizes through a hybrid model: a 7-day free trial feeding into subscription access, per-course purchases (e.g., Purposeful Prenups at $250 per individual and $400 per couple), advisor and family office cohort or enterprise licenses whose pricing is published only at the tier level, and custom professional services. The free Rising Gen Leadership Institute is supported by founding sponsors Axiom Trust, HUB Private Client, and Heidrick & Struggles. Distribution combines self-serve direct-to-consumer sign-up with B2B advisor and family office channels.

Name

Tamarind Learning

Legal name

Tamarind Learning

Website

https://tamarindlearning.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Tamarind Learning is an online wealth education platform serving ultra-high-net-worth families, their heirs, and the advisors and family offices that support them. It delivers self-paced courses, the Accredited Beneficiary Stewardship designation, and cohort learning on trusts, investing, tax, and family governance.

Ownership category

akta.pro rank

Product category

Wealth Education Platform

NAICS

Educational Support Services (61171), Educational Support Services (6117)

SIC

Services-Educational Services (8200), Investment Advice (6282)

akta.pro primary industry

Next-Gen Education & Family Learning Programs (FSAAADAM)

akta.pro secondary industries

Secure Browser, Device Lockdown & Exam Security Tools (EDAFADAI), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Net Worth & Personal Balance Sheet Tracking (FSAGADAF)

Keywords

• Wealth education platform
• Online elearning software
• Beneficiary education programs
• Estate planning courses
• Family office education

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Course & Program Enrollment: Revenue from individual course enrollments such as the Purposeful Prenups course at $250 for individuals and $400 for couples. Subscriptions and program completions drive recurring and one-time transaction revenue.
2. Platform Subscription / Cohort Access: Advisors and families subscribe or purchase cohort licenses for teams. Pricing tiers and plans are available at tamarindlearning.com/pricing/. Stripe payment integration is used.
3. Professional Services & Custom Programs: One-on-one consultations, custom program design, and enterprise cohort management services may generate professional services revenue alongside platform subscriptions.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels6 records

Core offering

Tamarind Learning is an online wealth education platform that delivers self-paced and cohort-based courses for ultra-high-net-worth families, their heirs, and advisors. Its core offering is the Accredited Beneficiary Stewardship (ABS) program — the first self-paced online professional designation for trust beneficiaries — supplemented by courses on personal finance, investing, tax, estate planning, trustee basics, and working with advisors, all delivered through a secure elearning platform with an advisor dashboard for cohort management.

Product overview

Tamarind Learning is a comprehensive wealth education platform offering on-demand, anytime learning for global families and their heirs. The platform operates as a modular ecosystem centered around the Accredited Beneficiary Stewardship Program (ABS) — the first and only self-paced, online professional designation for trust beneficiaries — supplemented by core courses including Foundations of Tax, Personal Finance Fundamentals, Investing Fundamentals, Estate Planning Basics, Trustee Basics, and Working With Advisors. The platform provides both individual and cohort learning environments with interactive multi-modal content, gamification, and advisor dashboard features. Additional offerings include specialized programs like Purposeful Prenups, the Family Office Rising Gen Leadership Institute, a podcast series hosted by Dr. Kirby Rosplock, the Wealth Education Planning Workbook, financial literacy assessments, and the monthly Wealth in Focus newsletter.

Differentiator

Problem solved

Functional benefit

Products and services

• Tamarind Learning eLearning Platform
• Accredited Beneficiary Stewardship Program (ABS)
• Foundations of Tax
• Personal Finance Fundamentals
• Investing Fundamentals
• Estate Planning Basics
• Trustee Basics
• Working With Advisors
• Purposeful Prenups
• Purposeful Prenups Readiness Bundle
• Family Office Rising Gen Leadership Institute

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and founding sponsor.

• Larry Kraus Family Office Tax & Tech-NEW-logy InstitutecoreStrategic or Co-development Partner · 12 May 2026Co-developed the Family Office Rising Gen Leadership Institute with Tamarind Learning — a private virtual forum for rising-generation leaders in family offices. The Institute provides peer exchange, leadership development, and governance training in a confidential setting without commercial advisors.
• Axiom Trustfounding sponsorGTM or Marketing Partner · 12 May 2026Founding sponsor of the Family Office Rising Gen Leadership Institute, supporting next-generation family office leaders through peer exchange and governance training at no cost to participants.
• HUB Private Clientfounding sponsorGTM or Marketing Partner · 12 May 2026Founding sponsor of the Family Office Rising Gen Leadership Institute, supporting rising-generation leaders in family offices and family enterprises.
• Heidrick & Strugglesfounding sponsorGTM or Marketing Partner · 12 May 2026Founding sponsor of the Family Office Rising Gen Leadership Institute, providing support for leadership development and governance training for rising-gen family office leaders.
• WithersworldwidecoreStrategic or Co-development Partner · 30 April 2024Withersworldwide partnered with Tamarind Learning on an on-demand webinar series, including a session on the Corporate Transparency Act providing actionable insights for businesses, family offices, private trust companies, and advisors.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Addepar: Addepar is a wealth management technology platform serving family offices, advisors, and UHNW families with portfolio analytics and reporting; it could expand into adjacent educational content for beneficiaries served by Tamarind's advisor channel.
• Corporate Finance Institute (CFI): CFI is an online education platform offering courses and designations in finance, investing, and wealth management; while broader in scope, it competes for the same self-paced, professional designation-seeking learners with greater scale.

Regional players

• Family Wealth Alliance: Family Wealth Alliance is a membership community for family wealth practitioners offering peer groups, education, and events; it shares Tamarind's audience of multi-generational families and family office professionals.

Direct peers

• 21/64 (a division of The Nolen Network / BNY Mellon): 21/64 provides next-generation education, advising, and research for family enterprises and philanthropies; it is the most established peer to Tamarind Learning in the UHNW next-gen education space, with overlapping content on stewardship, governance, and rising-gen leadership.
• National Center for Family Philanthropy: NCFP provides education, resources, and peer networks for philanthropic families and their advisors; its curriculum on family governance, next-gen engagement, and stewardship closely parallels Tamarind's family enterprise content.
• Institute for Private Investors (IPI, part of CEFEX): IPI is a membership organization providing education, peer exchange, and research for ultra-high-net-worth investors and families; it overlaps with Tamarind's advisor and beneficiary education content and serves the same UHNW demographic.
• Purposeful Planning Institute (PPI): PPI is a membership organization offering training, designations, and continuing education for advisors serving HNW families on holistic, values-based planning; Dr. Rosplock is referenced as a partner, and its beneficiary-adjacent curriculum overlaps Tamarind's.
• Family Office Exchange (FOX): FOX is a membership-based community offering research, education, and peer learning for single- and multi-family offices globally; its content on governance, succession, and family dynamics directly parallels Tamarind's UHNW curriculum.

Emerging players

• Trust & Will: Trust & Will is a digital estate planning platform with educational content and tools for end-users creating wills and trusts; it competes for the same beneficiary/next-gen audience with a hybrid education-plus-transactional product.
• Vanilla: Vanilla provides estate planning software and education for financial advisors and their HNW clients, with content on trusts, wills, and beneficiary education; it overlaps with Tamarind's advisor channel and estate planning curriculum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCCb15VrmIdaCuY4eKkRwq2g
• Facebookfacebook.com/TamarindLearning
• LinkedInlinkedin.com/company/tamarind-learning

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tamarind Learning