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Tamarac

In PWD coverage since August 22, 2026 · 10 stories

2Deals on our tracker

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Sep 16, 26Fund launchMoneyGuide · Envestnet — coverage

Sep 3, 26Deal announcedEnvestnet — coverage

PWD coverage

practice

Envestnet's Vestmark deal promises advisors no forced platform migrations

The purchase, estimated by analysts at $500 million to $1 billion, arrives six days after Envestnet pledged $1 billion to rebuild the platform advisors already use.

The Close · Sep 18Envestnet's real release is the record under the dashboard

practice · Sep 17MoneyGuide can now model the annuity inside the plan

income · Sep 17MoneyGuide's annuity account types make the projection the new shelf

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

M&A · Sep 10Bain pays up for Vestmark to make the rebuild optional

practice · Sep 10Bain's Vestmark buy makes the next renewal a negotiation

M&A · Sep 9Envestnet's Vestmark bet: trading muscle over desktop software

practice · Sep 4Envestnet's $35M Tamarac surge is a retention play

practice · Aug 22Rebalancing software: the two-hour setup edge

Tamarac

Envestnet's Vestmark deal promises advisors no forced platform migrations

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