Placemark Investments

📍 Addison, United States🗓 Founded 1999👥 20 employees💰 Last funded Aug 2006
Placemark Investments is the investment industrys 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 companys website at www.placemark.com.
1
Total investors
0
Early stage
0
Mid stage
1
Late stage
1999
Founded
Investor geography1 country
United States
1
Frequently asked questions
Who invested in Placemark Investments?
Placemark Investments has 1 investors on record on gritt.io and 1 late-stage investors.
When did Placemark Investments last raise funding?
The most recent investment in Placemark Investments recorded on gritt.io was in August 2006.
When was Placemark Investments founded?
Placemark Investments was founded in 1999.
What industry is Placemark Investments in?
Placemark Investments operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Placemark Investments based?
Placemark Investments is headquartered in Addison, United States.