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.
Have a question regarding Tamarac?
Contact Tamarac directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
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.
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.
Tamarac Reviews
Sign in to read or leave reviews for Tamarac
Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Tamarac.
Read ReviewsLeave Review
In the media
