Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading 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.
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.
Tamarac was founded in 2000 and is headquartered in Seattle, WA.
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives.
Envestnet Wealth Solutions
enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions.
Envestnet | Tamarac
provides portfolio management, reporting, trading, rebalancing and client portal solutions for Registered Investment Advisers ("RIAs").
Envestnet | MoneyGuide
provides goals-based financial planning applications.
Envestnet Data & Analytics
enables innovation and insights through its Envestnet | Yodlee
data aggregation platform.
More than 100,000 advisors and more than 4,700 companies including: 16 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of internet services companies, leverage Envestnet technology and services.
Envestnet solutions enhance knowledge of the client, accelerate client onboarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.
For more information on Envestnet, please go to envestnet.com