Tamarac

Tamarac is a provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

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Products and services

Tamarac provides independent registered investment advisors with a broad suite of software tools and services to automate the process of portfolio management, rebalancing and trading within their practices.

ENVESTNET Tamarac

Category

CRM

Country

United States of America

About the business

Tamarac serves over 1,000 RIA firms, collectively managing more than $1.2 trillion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.

History

Tamarac was founded in 2000 as a Software as a Service (SaaS) company with an emphasis on service by Matt Springer.

About the owners and the team

The company was acquired by Envestnet (NYSE: EVN) for $54 million as of May 1, 2012. Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness.

Simple solutions for complex times.