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Companies using Envestnet | Tamarac

As of 14 October 2026, Firmable tracks 156 companies across 13 countries running Envestnet | Tamarac. See who they are, and who to call.

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Companies using Envestnet | Tamarac

Showing 5 of 156 companies

Generational Group

generational.com · Investment banking · 251–500 employees

Last seen 22 Aug 2026 The most recent date Firmable detected Envestnet | Tamarac at this company.

Decision makers · 193 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director of Business Development MobileEmail
Managing Director, Strategic Alliances MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Generational Group acquired RMH Solutions on Aug 13th '26. · 13 Aug 2026

Generational Group recognized as #1 or #2 in all LSEG league tables. · 19 Aug 2026

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Coldstream

coldstream.com · Unclassified · 251–500 employees

Last seen 17 Aug 2026 The most recent date Firmable detected Envestnet | Tamarac at this company.

Decision makers · 93 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director of Marketing MobileEmail
Director Of Business Development MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hired as Chief Client Experience Officer · 1 Sep 2026

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Freestone Capital Management

freestonecapital.com · Financial planning and advisory services · 51–250 employees

Last seen 18 Aug 2026 The most recent date Firmable detected Envestnet | Tamarac at this company.

Decision makers · 72 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Managing Director, Business Development MobileEmail
Director of Business Development MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Freestone Capital Management, LLC acquired Aperture on 5th for $32.2M on Sep 1st '26. · 1 Sep 2026

Freestone Capital Management, LLC invested into assets: 106-unit multifamily property in the amount of $32.2M in Seattle, Washington, United States, Northern America, Americas on Sep 1st '26. · 1 Sep 2026

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Goelzer Investment Management

goelzerinc.com · Accounting and auditing services · 51–250 employees

Last seen 28 Aug 2026 The most recent date Firmable detected Envestnet | Tamarac at this company.

Decision makers · 18 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Director Of Strategic Partnerships MobileEmail
Principal Director of Private Office MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

No signals recorded

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Pitcairn Company, Pitcairn Financial Group

pitcairn.com · Financial planning and advisory services · 251–500 employees

Last seen 22 Aug 2026 The most recent date Firmable detected Envestnet | Tamarac at this company.

Decision makers · 59 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Managing Director, Relationship Manager MobileEmail
Director, Creative Engagement MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

No signals recorded

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Who uses Envestnet | Tamarac

A breakdown of the 156 companies running Envestnet | Tamarac.

Top industries

Financial services118
Professional and business services12
Information technology and services7
Construction and building3
Education and training3
Health and wellness3
Media and telecommunications2
Not for profit2

No industry recorded: 2

Company size

1–1022 (15%)
11–5038 (26%)
51–25049 (34%)
251–50012 (8%)
501–1,0006 (4%)
1,001–5,00014 (10%)
5,001–10,0001 (1%)
10,001+2 (1%)

Share of companies with a recorded size, by employees.

No size recorded: 12

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Frequently asked questions

About the Envestnet | Tamarac data on this page.

How many companies use Envestnet | Tamarac?

Firmable holds confirmed Envestnet | Tamarac detections for 156 distinct companies, 31 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use Envestnet | Tamarac?

Generational Group, Coldstream and Freestone Capital Management are among the most prominent in the current set.

What industries use Envestnet | Tamarac?

Financial services, professional and business services and information technology and services lead the set, across 13 industries in total.

What size companies use Envestnet | Tamarac?

Adoption concentrates in the 51-250 employee band, across the companies whose size is recorded.

Where are Envestnet | Tamarac users based?

The United States, Canada, Australia and Indonesia account for most detections, across 13 countries.

How current is this data?

31 companies were confirmed in the last 90 days. Last detection 19 September 2026.

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