Placemark Investments, Inc. Email Format
Investment ManagementTexas, United States11-50 Employees
Placemark Investments, Inc. operates in the investment management industry as an overlay manager that enables Unified Managed Accounts (UMA), assembling multiple investment vehicles into customized portfolios. It collaborates with managed account program sponsors to develop UMA programs that deliver features and value to advisors, while leveraging its existing operational infrastructure and relationships with preferred investment managers and products. Founded in 1999, Placemark has offices in Dallas, Texas and Wellesley, Massachusetts, and is listed at 16633 Dallas Parkway Suite 700 Addison, Texas 75001 United States. The company employs between 11 and 50 people and reports annual revenue in the range of $25 million to $50 million. In March 2018, Placemark Investments received a Family Wealth Report Award.