Tamarix x Wealth Engineering

Tamarix Joins the Wealth Engineering Expert Sourcing Consortium

25 Feb 2026

Tamarix has joined the Wealth Engineering Expert Sourcing Consortium, expanding our presence in the US wealth market.

Through this partnership, US wealth advisors and family offices gain access to Tamarix’s AI-powered infrastructure for private markets — automating GP data extraction, monitoring, reporting, and liquidity planning.

As private allocations scale across US portfolios, operational complexity rises. Tamarix replaces fragmented spreadsheets and manual workflows with a purpose-built operating system for modern LPs.

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Tamarix on the Cerulli Private Markets Technology Vendor Map

01 Dec 2025

Cerulli Associates’ Private Markets Technology Vendor Map highlights the evolving technology landscape supporting institutional investors and LPs. The report identifies Tamarix as part of the next generation of private markets platforms, reflecting a shift toward continuous data automation and integrated workflows for limited partners. The map positions Tamarix alongside leading solutions in data ingestion, validation, and portfolio analytics — underscoring the industry’s recognition of new approaches that move beyond traditional dashboards and siloed tools. 3 bullet points: Independent validation of category relevance. Signals momentum in private markets infrastructure. Highlights LP-specific workflow innovation

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Tamarix featured in Forbes: 2025 Family Office Software Roundup

09 Nov 2025

Forbes’ 2025 Family Office Software Roundup highlights key platforms shaping the future of family office technology. The article positions Tamarix alongside leading solutions that enable automation, data intelligence, and scalable workflows for private markets investing.

Forbes recognizes Tamarix’s role in helping family offices move beyond spreadsheets and manual processes toward continuously updated portfolio insights and operational automation — bringing enterprise-grade data management to private markets workflows.

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Tamarix in Simple's Family Office Software Report

12 Nov 2025

AndSimple’s Family Office Software report features Tamarix as part of the landscape of solutions helping family offices modernize private markets operations. The mention highlights Tamarix’s role in enabling automated data management, portfolio visibility, and workflow efficiency across illiquid asset classes.

The report underscores the growing adoption of platforms that replace manual extraction and spreadsheet-based processes with continuous, structured data workflows — a shift critical for family offices managing diversified private portfolios.

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Tamarix on The 2025 Who’s Who in Institutional LP Technology

01 Nov 2025

Private-Markets.com’s 2025 Who’s Who in Institutional LP Technology highlights leading platforms powering institutional limited partners’ operations and investment workflows. Tamarix is featured among solutions driving automation, continuous data integration, and portfolio intelligence for LPs.

The listing recognizes Tamarix’s AI-native approach to private markets data ingestion, validation, and analytics — underscoring the emergence of next-generation infrastructure that moves beyond legacy reporting tools and manual processes.

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Tamarix in Deloitte: The Role of Technology in Enabling Private Markets

15 Oct 2025

Deloitte’s Role of Technology Enabling Private Markets report explores how technology is reshaping operations, data workflows, and investment processes across the private markets ecosystem. Tamarix is referenced as an example of next-generation infrastructure supporting continuous data automation, portfolio intelligence, and workflow integration for Limited Partners.

The article highlights the shift away from manual, quarterly processes toward platforms that enable real-time visibility, operational scale, and improved decision support — validating the broader market direction Tamarix is advancing.