List of Envestnet Tamarac CRM Customers
Berwyn, 19312, PA,
United States
Since 2010, our global team of researchers has been studying Envestnet Tamarac CRM 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 CRM for CRM and Investor Relationship 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 CRM for CRM and Investor Relationship Management include: Spinnaker Trust, a United States based Banking and Financial Services organisation with 40 employees and revenues of $15.0 million, Evermay Wealth Management, a United States based Banking and Financial Services organisation with 30 employees and revenues of $6.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Tamarac CRM, 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 CRM 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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Evermay Wealth Management | Banking and Financial Services | 30 | $6M | United States | Envestnet | Envestnet Tamarac CRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024, Evermay Wealth Management implemented Envestnet Tamarac CRM and the Tamarac client portal as its primary CRM and Investor Relationship Management platform to automate advisor workflows and improve client communications across its advisory practice in the United States. The deployment emphasized cloud-hosted CRM and portal capabilities to centralize client records, meeting notes, and task automation for a boutique firm operating with approximately 30 employees.
Configuration focused on core CRM modules typical for the CRM and Investor Relationship Management category, including contact and household management, meeting notes capture, task and workflow automation, and client portal provisioning. The Tamarac client portal was configured for mobile access and advisor note sync, enabling same-day meeting notes capture and reducing manual postmeeting reconciliation for client records.
Integrations were implemented with Microsoft Outlook and custodial tools to synchronize calendar events, email context, and custody-driven account data into Envestnet Tamarac CRM. These integrations established bi directional information flows between the CRM, advisors inboxes, and custody interfaces, supporting faster advisor response times and mobile client portal access.
Operational rollout targeted the firmwide advisory practice, standardizing note taking and automated task assignment as part of governance changes to support consistent client servicing workflows. Reported outcomes included improved operational efficiency and an improved client experience through faster advisor responses and reduced manual tasks.
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Spinnaker Trust | Banking and Financial Services | 40 | $15M | United States | Envestnet | Envestnet Tamarac CRM | CRM and Investor Relationship Management | 2019 | n/a |
In 2019, Spinnaker Trust implemented Envestnet Tamarac CRM to grow client relationships and streamline trust and wealth management operations in the United States. The engagement centered on client relationship management and investor reporting workflows, reflecting the CRM and Investor Relationship Management category.
Envestnet Tamarac CRM provided integrated portfolio reporting, trading and rebalancing, and CRM functionality, consolidating front office client intelligence with portfolio level reporting. Functional modules implemented included integrated portfolio reporting, trading and rebalancing automation, and the Tamarac CRM module for contact, relationship and activity management, configured to support trust administration and wealth advisory processes.
Operational coverage focused on trust and wealth management teams, client service groups and back office operations across the United States. The deployment unified reporting and trading workflows with client facing CRM records, enabling shared data for account level reporting and trade execution oversight.
Governance adjustments centralized portfolio reporting and trading controls within the Tamarac environment and restructured workflows between client service and back office teams to reduce manual reconciliations. The implementation improved client service responsiveness and back office efficiency as stated in the case study.
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