Placemark Investments
Addison · Founded 1999
About Placemark Investments
Placemark Investments develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking to expand and capture more fee-based business.
Company Facts
- Founded: 1999
- Legal name: Placemark Investments Γäó, Inc.
- Operating status: Acquired
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $10K – $50K
- Total funding: $52.0M
- Funding stage: M&A
- Last round: Series Unknown (Jul 2009)
- Website: placemark.com
- Phone: 19724044505
Social Profiles
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