Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
Showing 15 Envestnet | Tamarac Customer Success Stories
Bronfman E.L. Rothschild
Jill Lizzi
Wealth Advisor
Corrado Financial Group
Herman Lentz
Chief Compliance Officer
Dakota Wealth Management
Michael Reed
Chief Operating Officer
Financial Consulate
Mike McCarthy
Chief Operating Officer
Henssler Financial
Adam Ledbetter
Training Manager
Krilogy Financial
Andrew Miller
Director of Analytics at Krilogy Financial
Launch Financial Planning
Brad Wright
Co-Founder & Managing Partner
Maryland Capital Advisors
Mike Damas
Founder and President
Shufro Rose
Thomas Kwon
Platform Manager
Spectrum Management Group, Inc
Leslie Thompson
Managing Principal
Spinnaker Trust
Sara Lewis
Executive Vice President and Director of Client Service
Stanford Investment Group, Inc.
John Kirkpatrick
Vice President and Wealth Advisor
Steward Wealth Management
Dustin Stiefel
Co-Founder and Principal of Steward
Toth Financial
Ken Bowen
Chief Operating Officer and Portfolio Manager
Weston Financial
Jake Filoon
President and Chief Operating Officer
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