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
421
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Companies Currently Using Tamarac

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Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
The Colony Group thecolonygroup.com 7475 Wisconsin Ave, Ste 600 Bethesda MD 20814-3492 US Finance Brokerage From 50 to 199 From $10,000,000 to $49,999,999 (301) 656-1200 5 months ago
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
BOK Financial bokfinancial.com 320 S Boston Ave 2ND St Tulsa OK 74192-0001 US Finance Banking From 1,000 to 4,999 Over $1,000,000,000 (918) 588-6000 5 months ago
Coldstream Wealth Management coldstream.com 1 100th Ave NE, Ste 102 Bellevue WA 98004-5608 US Finance Brokerage From 10 to 49 From $10,000,000 to $49,999,999 (425) 283-1600 5 months ago
Heritage Financial Services heritagefinancial.net 100 Lowder Brook Dr, Ste 1000 Westwood MA 02090-1150 US Finance General Financial Services & Insights Less than 10 From $1,000,000 to $9,999,999 (781) 255-0214 5 months ago
Legacy Advisors legacyadvisors.com 17 Accord Park Dr, Ste 200 Norwell MA 02061-1629 US Business Services Management & Business Consulting Less than 10 Less than $1,000,000 (781) 421-3204 6 months ago

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