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.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 16633 Dallas Parkway,
- Phone
- 19724044505
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- placemark.com
- HQ
- Addison, TX
Placemark Investments Questions
Placemark Investments's helpline number is 19724044505
Placemark Investments's website is placemark.com
Placemark Investments's LinkedIn profile is https://www.linkedin.com/company/placemark-investments
Placemark Investments has
18 employees.
View email and phone details for 18
employees at Placemark Investments.
Placemark Investments's industry is
Investment Management
Placemark Investments's top competitors are
Steward Partners,
Wealthbox,
Envestnet,
Orion,
Emoney Advisor,
Sei,
Altruist,
Cetera Financial Group,
Harvest Savings & Wealth Technologies,
Assetmark.
Placemark Investments's categories are Investment Management
Placemark Investments's founding year is 1999
