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Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

Author Brooke Southall September 10, 2014 at 1:41 PM
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Tony Hallada: They'll be far beyond in two years where they are today.

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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