List of Envestnet Tamarac Customers
Envestnet
1000 Chesterbrook Blvd, Suite 250,
Berwyn, 19312, PA,
United States
Berwyn, 19312, PA,
United States
1 312-827-3940
Professional Services
3200
$1.4B
Since 2010, our global team of researchers has been studying Envestnet Tamarac customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Envestnet Tamarac for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Envestnet Tamarac for Portfolio and Investment Management include: Jmk Investment Partners, a United States based Banking and Financial Services organisation with 800 employees and revenues of $250.0 million, Peapack-Gladstone Bank, a United States based Banking and Financial Services organisation with 620 employees and revenues of $224.0 million, Young Richard C & Co, a United States based Banking and Financial Services organisation with 560 employees and revenues of $194.1 million, RKL, a United States based Professional Services organisation with 600 employees and revenues of $130.0 million, Stockman Bank of Montana, a United States based Banking and Financial Services organisation with 900 employees and revenues of $120.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Tamarac, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Envestnet Tamarac customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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2020 Financial Advisers | Banking and Financial Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2020 | n/a |
In 2020, 2020 Financial Advisers implemented Envestnet Tamarac to support Portfolio and Investment Management for advisory client account management. Envestnet Tamarac is surfaced on the firm's website to provide client access to portfolio views, performance reports, and client facing reporting functionality.
Deployment reflects a small firm architecture, with configuration emphasizing portfolio accounting, performance reporting, rebalancing workflows, and client reporting modules that align with Portfolio and Investment Management capabilities. Operational scope covers advisors and client services staff, standardizing reporting cadence and role based access controls, and aligning portfolio management workflows with web delivered client access. Governance concentrated on process standardization for reporting and trade lifecycle coordination within advisory operations.
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Abundance Wealth Counselors | Banking and Financial Services | 16 | $2M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
In 2022, Abundance Wealth Counselors implemented Envestnet Tamarac. Abundance Wealth Counselors is using Envestnet Tamarac as its Portfolio and Investment Management application and has surfaced the Envestnet Tamarac capabilities on its public website to present portfolio summaries and client facing reporting.
The deployment emphasizes core Portfolio and Investment Management capabilities, including portfolio oversight, automated rebalancing workflows, consolidated performance reporting, and configurable client reporting templates, capabilities aligned with the category. Configuration work concentrated on advisor workflow mapping and web exposed reporting widgets that present custody and account level views in a simplified format appropriate for a 16 person advisory firm.
Operational scope covers advisor teams and client services, positioning Envestnet Tamarac to support day to day portfolio management and client communications. Governance focused on internal data stewardship and content publishing controls for website exposure, with process changes to standardize who can publish client facing portfolio outputs and who manages reporting templates.
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Agw Capital Advisors | Banking and Financial Services | 2 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
In 2022, Agw Capital Advisors implemented Envestnet Tamarac on its public website. The deployment positions Envestnet Tamarac as the firm’s Portfolio and Investment Management platform, providing web-accessible client reporting and portfolio oversight to support the advisory business function.
The implementation leverages Envestnet Tamarac’s core Portfolio and Investment Management capabilities commonly associated with the category, including portfolio accounting, performance reporting, rebalancing workflows, and client portal delivery, configured to suit a two-person advisory operation. The solution is surfaced through the firm’s website to centralize investment administration and client access, using a cloud-hosted delivery model proportionate to the firm’s scale. Governance and operational ownership are centralized within the advisory team, concentrating configuration, reporting cadence, and access controls to align with client service workflows.
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Altamont Capital Management | Professional Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2014 | n/a |
In 2014, Altamont Capital Management adopted Envestnet Tamarac as its Portfolio and Investment Management platform. Envestnet Tamarac is implemented as the firm’s portfolio management hub and is surfaced on the company website to provide client access and advisor-facing account views.
The deployment is configured to support functional modules common to Portfolio and Investment Management systems, including portfolio accounting, performance reporting, trade order management, rebalancing, and consolidated portfolio analytics. Operational scope focuses on the investment team and client service functions within the 10-person firm, where Envestnet Tamarac is used to centralize advisor workflows, standardize reporting templates, and maintain consistent model and tax lot settings. Governance is organized around centralized configuration and scheduled reporting to enforce consistent portfolio governance and client communication workflows.
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Antonetti Capital Mgmnt | Banking and Financial Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
In 2022, Antonetti Capital Mgmnt deployed Envestnet Tamarac as its Portfolio and Investment Management application, with public site artifacts showing the platform surfaced on the company website. The visible integration into the website indicates a web delivered client portal or advisor dashboard use case, positioning Envestnet Tamarac as a primary surface for client portfolio access and advisor workflows.
The implementation emphasizes core Portfolio and Investment Management capabilities common to the category, including portfolio accounting, performance reporting, and trade and rebalancing workflow orchestration. Envestnet Tamarac appears configured to centralize advisor facing portfolio visibility, client statements, and automated reporting templates.
Operational coverage focuses on investment and advisory functions at Antonetti Capital Mgmnt, with the platform supporting advisor led client reporting and portfolio oversight. Typical functional integrations for Envestnet Tamarac implementations align with custodial account data feeds, market data ingestion, and CRM linkage to enable reconciliation, performance attribution, and client communication automation.
Governance and configuration priorities are consistent with advisor operations and compliance review, concentrating on account mapping, report templates, and role based permissions for client portal access through the website. The deployment of Envestnet Tamarac on the public site signals emphasis on client portal delivery and advisor orchestration within the Portfolio and Investment Management application footprint.
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Banking and Financial Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
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Professional Services | 30 | $4M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2023 | n/a |
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Banking and Financial Services | 15 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac | Portfolio and Investment Management | 2022 | n/a |
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Showing 1 to 10 of 214 entries
Buyer Intent: Companies Evaluating Envestnet Tamarac
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Envestnet Tamarac. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Envestnet Tamarac for Portfolio and Investment Management include:
- Greyspark Partners, a Hong Kong based Professional Services organization with 25 Employees
- Fix Flyer, a United States based Professional Services company with 26 Employees
- Yukaa Media, a India based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Envestnet Tamarac Coverage
Envestnet Tamarac is a Portfolio and Investment Management solution from Envestnet.
Companies worldwide use Envestnet Tamarac, from small firms to large enterprises across 21+ industries.
Organizations such as Jmk Investment Partners, Peapack-Gladstone Bank, Young Richard C & Co, RKL and Stockman Bank of Montana are recorded users of
Envestnet Tamarac for Portfolio and Investment Management.
Companies using Envestnet Tamarac are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Envestnet Tamarac are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Envestnet Tamarac across Americas, EMEA, and APAC.
Companies using Envestnet Tamarac range from small businesses with 0-100 employees - 93.93%, to mid-sized firms with 101-1,000 employees - 6.07%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Envestnet Tamarac include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Envestnet Tamarac customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.