Companies that use Envestnet Tamarac

Analyzed and validated by Henley Wing Chiu
All โ€บ wealth management โ€บ Envestnet Tamarac

Envestnet Tamarac Envestnet Tamarac provides portfolio management and client relationship software for registered investment advisors, including integrated tools for portfolio rebalancing, performance reporting, trading, and CRM capabilities to help wealth management firms operate more efficiently and profitably.

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Company Domain Employees Industry Region YoY Headcount Growth Usage Start Date
Clearstead 201โ€“500 Financial Services US +12.8%
Atticus Wealth Management 2โ€“10 Investment Management US 0%
Auctus Advisors 2โ€“10 Financial Services US 0%
BBR Partners 51โ€“200 Investment Management US +5.2%
Clearstead Trust LLC 11โ€“50 Financial Services US N/A
California Financial Advisors (CFA) 11โ€“50 Financial Services US -3.6%
Cairn Investment Group 2โ€“10 Investment Management US -14.3%
Blue Ocean Capital Partners, LLC 2โ€“10 Investment Management US 0%
Brighton Jones 201โ€“500 Financial Services US +12.2%
Ballast Point Financial Planning, LLC 2โ€“10 Financial Services US 0%
Beaird Harris 51โ€“200 Financial Services US -2.6%
AKM Advisory, LLC 2โ€“10 Investment Management US 0%
CLS Financial Advisors, Inc. 2โ€“10 Financial Services US N/A
Becker Capital Management, Inc 11โ€“50 Investment Management US +8.6%
Bragg Financial 11โ€“50 Investment Management US +16.7%
Columbia Asset Management, LLC 2โ€“10 Investment Management US +12.5%
Balance Financial Planning, LLC 2โ€“10 Financial Services US N/A
Adaptive 201โ€“500 Financial Services GB +3.4%
Berkshire Money Management 11โ€“50 Financial Services US +13.6%
Compass Asset Management SA 11โ€“50 Financial Services CH +4%
Showing 1-20 of 294

Market Insights

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๐Ÿ“ Company Size Distribution

2-10 employees 141 (48%)
11-50 employees 104 (35%)
51-200 employees 18 (6%)
1 employee employees 12 (4%)
1,001-5,000 employees 7 (2%)

๐Ÿข Top Industries

Financial Services 201 (68%)
Investment Management 93 (32%)

๐Ÿ—บ๏ธ Geographic Distribution

๐Ÿ‡บ๐Ÿ‡ธ United States 275 (98%)
๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom 3 (1%)
CH 1 (0%)
๐Ÿ‡ณ๐Ÿ‡ฑ Netherlands 1 (0%)

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