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For More Info Contact:

Dawn Kodin: dawn@riabiz.com


John Kodin: john@riabiz.com

(360) 714-8662

Envestnet | Tamarac logo

Company info:

Stuart DePina
Top executive: Stuart DePina


701 5th Ave

Suite 1400

Seattle, Washington, United States,

RIA department info:

Contact: Andina Anderson




  • Founded in 2000


What is the service or product you offer to RIAs?

Envestnet | Tamarac 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.

How do you differentiate your offering from competitors?

Envestnet | Tamarac is the most comprehensive technology solution for RIAs, supporting over 900 RIA firms, collectively managing more than $1 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.
What else would you like to say about your business?