Envestnet | Tamarac
We’ve combined the capabilities the Envestnet and Tamarac platforms in a way that delivers a more integrated range of solutions for RIAs. With over 25 years of experience serving the RIA community, we’ve partnered with a broad range of firms to provide tailored solutions to support their various business models. Our Wealth Management Platform is the operating system that powers your business. It enables an advisor and client experience for more robust digital engagement, integrates workflows, provides wealth solutions for more personalized client portfolios, and utilizes data intelligence to target opportunities and fuel growth.
Average Rating: 4.0/5.0
Total Reviews: 7
How Do G2 Users Rate Envestnet | Tamarac?
- Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
- Knowledge Base: 9.2/10 (Category avg: 8.7/10)
- Campaign Management: 5.0/10 (Category avg: 8.2/10)
- Customer Support Portal: 5.0/10 (Category avg: 8.6/10)
Who Is the Company Behind Envestnet | Tamarac?
- Seller: Envestnet
- Year Founded: 1999
- HQ Location: Berwyn, US
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Twitter: @Envestnet_
4,094 Twitter followers -
LinkedIn® Page: www.linkedin.com
2,818 employees on LinkedIn® - Ownership: NYSE: ENV
Who Uses This Product?
- Top Industries: Financial Services
- Company Size: 71% Small, 29% Medium
What Are Recent G2 Reviews of Envestnet | Tamarac?
"Envestnet Is a very good software platform designed for registered investment advisors and wealth"
Rating: 5.0/5.0 stars
— DHRUV P.
"All Client Data in One Platform"
Rating: 4.0/5.0 stars
— Verified User in Financial Services

