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.
Founded in 1999, Envestnet began with an idea that would revolutionize the services that financial advisors provide to their clients.
Today, our capabilities are unparalleled, merging the expertise of top investment managers, a broad range of fee-based investment products, and an array of enhanced financial technology, such as powerful analytic tools, dynamic reporting utilities, and other practice management applications. The Envestnet platform brings it all together via a proprietary unified technology platform.
Over the years, we have grown into one of the largest providers of wealth management solutions in the industry, with more than 1500 employees in our Chicago headquarters and offices in New York, NY; Boston, MA; Dallas, TX; Denver, CO; Raleigh, NC; Seattle, WA; St Louis, MO; Sunnyvale, CA; Tucson, AZ and Trivandrum, India.
The synergy between Envestnet and Portfolio Management Consultants (PMC), Envestnet's Portfolio Consulting Group, opens the door to a comprehensive suite of integrated investment solutions that can help professional investment advisors meet the needs of today's most demanding, most sophisticated clients.
More about Envestnet at envestnet.com