About Tamarac
Tamarac is a Technology company based in Seattle (United States) founded in 2000, and was acquired by Envestnet in February 2012. It operates as a portfolio management for RIAs is automated by Tamaracs software tools. It operates on a SaaS (Software-as-a-Service) model. Its website tamaracinc.com draws about 828 thousand monthly visits. Tamarac offers products and services including Envestnet Tamarac Platform. Its focus areas include Financial Services, Wealth Management and Technology Solutions. Its legal entity is Envestnet. Its competitors include Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade and 5 more; 9 of its 10 listed competitors have raised funding.
Company details
A comprehensive wealth management platform is provided by Tamarac under Envestnet. Solutions for RIAs and the broader financial community are delivered through end-to-end technology. The platform supports reporting and trading functionalities for clients. Integration into Envestnet.com has been completed to streamline user experience. Focus is placed on serving both existing and prospective clients in the wealth management sector.
- Headquarters Seattle, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance
- Website tamaracinc.com
- Social LinkedIn X
- Acquired by Envestnet (Feb 2012)
- Legal Name Envestnet
Products & Services of Tamarac
Tamarac offers a comprehensive portfolio of products and services, including Envestnet Tamarac Platform.
A platform for comprehensive wealth management solutions is provided.
Funding Insights of Tamarac
- Total Rounds 2
- Last Round Unspecified — $1.67M
- First Round $10.45M
(Jan 2008)
All 2 funding rounds of Tamarac with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2011 | $1.67M | Unspecified | – | – | – |
| Jan 2008 | $10.45M | Unspecified | – | – | – |
1 investors in total: 1 institutional.
Investors in Tamarac
Tamarac has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Envestnet.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States |
Investor details for Tamarac
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Tamarac
1 people are tracked at Tamarac (1 in leadership).
| Name | Role | Group |
|---|---|---|
Stuart DePina | Group President of Envestnet | Tamarac | Leadership |
Complete people profiles for Tamarac
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
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Timeline of Tamarac
4 dated milestones of Tamarac across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Tamarac is founded.
- Funding First funding round of $10.4M.
- Funding Latest funding round, Unspecified, of $1.7M.
- Exit Acquired by Envestnet.
Competitors of Tamarac
Tamarac has 10 listed competitors in our database, 9 of them funded. They include Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | – | Performance monitoring and account valuation solution | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of Tamarac
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Tamarac
The website of Tamarac (tamaracinc.com) receives about 828.1K visits a month and ranks #68,160 among all websites worldwide, #4,302 in Finance.
- Monthly visits828.1K
▲ 18.8% vs previous month
- Unique visitors72.2K
per month
- Global rank#68,160
among all websites
- Category rank#4,302
Finance · Finance
- Bounce rate23%
- Pages per visit5.3
- Average visit9 min 59 sec
- DevicesDesktop 79% · Mobile 21%
Websites whose visitors overlap most with Tamarac. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
wealthscape.com | wealthscape.com | 100% | – | #195,690 | – |
| moneyguidepro.com | 74% | 173.3K | #127,275 | View details | |
| marketwatch.com | 73% | 34.7M | #2,123 | View details | |
| nerdwallet.com | 71% | 22.3M | #2,677 | View details | |
kaplanlearn.com | kaplanlearn.com | 70% | – | #13,703 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Tamarac
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- 40 similar websites
- Audience overlap
- Engagement analytics
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Tamarac (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Tamarac
Complete news archive for Tamarac
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Frequently Asked Questions about Tamarac
Tamarac was founded in 2000 and raised its 1st funding round 8 years after it was founded.
Tamarac is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
A comprehensive wealth management platform is provided by Tamarac under Envestnet. Solutions for RIAs and the broader financial community are delivered through end-to-end technology. The platform supports reporting and trading functionalities for clients. Integration into Envestnet.com has been completed to streamline user experience. Focus is placed on serving both existing and prospective clients in the wealth management sector.
Tamarac's top competitors include Altruist, Nucleus Financial and QPLIX.
Tamarac offers Envestnet Tamarac Platform.
Tamarac has 1 investor. Key investors include Envestnet.
Tamarac operates through Envestnet.
Yes. Tamarac was acquired by Envestnet in February 2012.
The website of Tamarac receives about 828 thousand visits a month and ranks #68,160 among all websites worldwide.