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Tamarac

In network coverage since August 22, 2026 · 11 stories

2Deals on our tracker

Deal recordFull tracker →

Sep 16, 26Fund launchMoneyGuide · Envestnet — coverage

Sep 3, 26Deal announcedEnvestnet — coverage

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practice

Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

The plugin connects to providers including Schwab, Orion, Addepar, BlackRock, Envestnet, iCapital, Wealthbox, Wealth.com and Zocks, with advisors choosing which services to connect during setup.

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

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

Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

The Morning Brief