Envestnet | Tamarac

Filed under: Portfolio Management System

Company info:

RIA department info:

  • Contact: Mathieu Stroh
  • 206.428.4657


  • 200 FTEs
  • Founded in 2000


What is the service or product you offer to RIAs?

Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established.
Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services professionals that know your business, giving you the most powerful technology and back-office outsourcing solution available.

How do you differentiate your offering from competitors?

  • Tamarac has the unique perspective of consulting with thousands of advisors since its inception in 2000 to improve back-office efficiencies and successfully transition RIAs to a superior portfolio and customer management process.
  • Tamarac is a true software-as-a-service (SaaS) company that offers a web-based solution built on ubiquitous technology, such as .NET and Microsoft SQL.
  • Our solution is custodian agnostic and integrates with most portfolio accounting systems, as well as a wide variety of other best-in-class third party vendors.
  • Tamarac’s clients range in size from less than $20MM in assets under management to over $20B.
  • Tamarac’s offers a one-stop-shop for breakaway brokers with a fully integrated web-based suite complimented by an outsourced portfolio management offering run by investment professionals using best-in-class technology.
  • Tamarac’s software and services are made by advisor for advisors.

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