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Tamarac

Tamarac is a suite of portfolio and client management software designed for registered investment advisors (RIA). These products enable users to monitor call dates, call amounts, funding accounts, and the vintage year of the investment, create, maintain, and track alternatives such as private investment performance, determine the valuation of the business, s... show more

COMPANIES WE TRACK USING Tamarac
435
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Companies Currently Using Tamarac

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
EP Wealth Advisors epwealth.com 25500 Hawthorne Blvd., No 1030 Torrance CA 90505 US Finance Brokerage From 200 to 499 From $10,000,000 to $49,999,999 - 5 months ago
HighTower Advisors hightoweradvisors.com 200 W Madison St, Ste 2500 Chicago IL 60606-3497 US Finance Brokerage From 200 to 499 From $100,000,000 to $199,999,999 (312) 962-3800 5 months ago
Orgel Wealth Management orgelwealth.com 2420 Rivers Edge Dr Altoona WI 54720-1494 US Finance Brokerage From 10 to 49 From $10,000,000 to $49,999,999 (715) 835-6525 5 months ago
Lineweaver Financial Group Inc. lineweaver.net 9035 Sweet Valley Dr Cleveland OH 44125-4219 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 (216) 520-1711 6 months ago
SageView Advisory Group sageviewadvisory.com 1920 Main St, Ste 800 Irvine CA 92614-7227 US Finance Brokerage From 50 to 199 From $10,000,000 to $49,999,999 (949) 955-1395 5 months ago
Legacy Advisors legacyadvisors.com 17 Accord Park Dr, Ste 200 Norwell MA 02061-1629 US Finance Banking Less than 10 From $1,000,000 to $9,999,999 (781) 421-3204 5 months ago

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