Company profile

Placemark Investments

Industry
Investment Management
Employees
18
Headquarters
Addison, TX
Founded
1999
LinkedIn followers
1,114
Office locations
2

Placemark Investments company summary

Placemark Investments is a company in the Investment Management industry, headquartered in Addison, TX, founded in 1999. On LinkedIn the company has around 18 employees and 1,114 followers. The company lists 2 office locations. Its listed specialties include Overlay Management, Unified Managed Accounts, Tax-Customized Portfolios.

What technology does Placemark Investments use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Placemark Investments

Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, mutual funds, and ETFs into a customized portfolio. Placemark works with managed account program sponsors to develop custom UMA programs that deliver superior features and value to their advisors, while leveraging their existing operational infrastructure and preferred investment managers and products. Founded in 1999, Placemark has offices in Dallas, TX, and Wellesley, MA. For more information, please visit the company's website at www.placemark.com.

Specialties

Overlay ManagementUnified Managed AccountsTax-Customized Portfolios

Where is Placemark Investments located?

Placemark Investments lists 2 office locations.

Addison, TX, USHQ
16633 Dallas Parkway
Wellesley, MA, US
40 Williams Street

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Frequently asked questions about Placemark Investments

What does Placemark Investments do?

Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, mutual funds, and ETFs into a customized portfolio. Placemark works with managed account program sponsors to develop custom UMA programs that deliver superior features and value to their advisors, while leveraging their existing operational infrastructure and preferred investment managers and products. Founded in 1999, Placemark has offices in Dallas, TX, and Wellesley, MA. For more information, please visit the company's website at www.placemark.com.

How many employees does Placemark Investments have?

Placemark Investments has around 18 employees on LinkedIn.

Where is Placemark Investments headquartered?

Placemark Investments is headquartered in Addison, TX.

Where does Placemark Investments have offices?

Placemark Investments lists 2 office locations, including Addison, TX, US; Wellesley, MA, US.

When was Placemark Investments founded?

Placemark Investments was founded in 1999.

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