What Tamarac's overhauling of its Advisor Xi has yielded

Written by Heather Underwood, RIABiz Tuesday, 17 January 2012

A look at the business directory in the historic Seattle Colman Building that Tamarac currently calls home tells the story of its growth. Founded in 2000 with just a few employees, Tamarac has 110 employees today and its presence in the building has expanded accordingly; Tamarac now inhabits six suites and four floors. It has also expanded across the country with a new office in Raleigh, N.C.

“We have just north of 460 independent RIA firms,” says Matt Stroh, Tamarac’s vice president of marketing, “and we have had another consecutive year of over 50% revenue growth.”

Tamarac is currently serving 2,700 advisors managing more than $225 billion in assets. Read More