Insights

Innovative Investment Services Placemark Investments specializes in overlay management for Unified Managed Accounts (UMA), offering customized, fee-based investment solutions that integrate multiple asset classes. This positions them as a strategic partner for financial institutions looking to enhance their investment offerings with tailored, scalable solutions.

Growth Recognition Receiving the 2018 Family Wealth Report Award highlights Placemark's reputation for delivering high-quality investment services, which can attract new business from advisors and managed account sponsors seeking award-winning expertise and credibility.

Technology Infrastructure Utilizing a tech stack that includes modern web tools, PHP, and cloud services suggests Placemark is tech-savvy, enabling efficient deployment of customized client solutions—an advantage for firms seeking technologically advanced partners.

Market Positioning With a revenue range of 25 to 50 million dollars and a compact team, Placemark positions itself as a specialized provider in a competitive space, creating opportunities to target mid-sized financial organizations that value personalized service and innovative investment management.

Strategic Expansion Potential Headquartered in Dallas with offices in Wellesley, Massachusetts, Placemark demonstrates regional growth and stability. Engaging with their expansion initiatives could open avenues for partnerships or product integration within their existing infrastructure.

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Placemark Investments Tech Stack

Placemark Investments uses 8 technology products and services including Varnish, Google Fonts API, yepnope.js, and more. Explore Placemark Investments's tech stack below.

Varnish
Caching
Google Fonts API
Font Scripts
yepnope.js
Javascript Frameworks
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Acquia Cloud
Platform As A Service
PHP
Programming Languages
Google Tag Manager
Tag Management

Media & News

Placemark Investments, Inc. received award 2018 Family Wealth Report Awards on Mar 8th '18.
Envestnet, Inc. (NYSE: ENV) received three 2018 Family Wealth Report Awards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018.
Mar 19, 2018 | www.placemark.com

Placemark Investments's Email Address Formats

Placemark Investments uses at least 1 format(s):

Placemark Investments Email Formats	Example	Percentage
First.Last@placemark.com	John.Doe@placemark.com	50%
First.Last@placemark.com	John.Doe@placemark.com	50%

Frequently Asked Questions

Where is Placemark Investments's headquarters located?

Placemark Investments's main headquarters is located at 16633 Dallas Parkway Suite 700 Addison, Texas 75001 United States. The company has employees across 1 continents, including North America.

What is Placemark Investments's phone number?

You can contact Placemark Investments's main corporate office by phone at

+1-972-404-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Placemark Investments's stock symbol?

Placemark Investments is a publicly traded company; the company's stock symbol is N/A.

What is Placemark Investments's official website and social media links?

Placemark Investments's official website is placemark.com and has social profiles on LinkedIn.

What is Placemark Investments's NAICS code?

Placemark Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Placemark Investments have currently?

As of March 2026, Placemark Investments has approximately 18 employees across 1 continents, including North America. Key team members include Director, Advisor Sales: M. M.Assistant Corporate Controller: L. O.Ui Developer: G. B.. Explore Placemark Investments's employee directory with LeadIQ.

What industry does Placemark Investments belong to?

Placemark Investments operates in the Investment Management industry.

What technology does Placemark Investments use?

Placemark Investments's tech stack includes VarnishGoogle Fonts APIyepnope.jsModernizrjQueryAcquia CloudPHPGoogle Tag Manager.

What is Placemark Investments's email format?

Placemark Investments's email format typically follows the pattern of First.Last@placemark.com. Find more Placemark Investments email formats with LeadIQ.

When was Placemark Investments founded?

Placemark Investments was founded in 1999.

Placemark Investments

Q: What is Placemark Investments's official website and social media links?

Placemark Investments's official website is placemark.com. Placemark Investments has social profiles on LinkedIn.

Q: How many employees does Placemark Investments have currently?

Placemark Investments has approximately 18 employees.

Q: What technology does Placemark Investments use?

Placemark Investments's tech stack includes Marketo, Google Analytics, yepnope.js, Google Fonts API, Apache.

Q: What is Placemark Investments's NAICS code?

Placemark Investments's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementTexas, United States11-50 Employees

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 Overview

Headquarters: 16633 Dallas Parkway Suite 700 Addison, Texas 75001 United States
Phone number: +1-972-404-****
Website: placemark.com
Stock Symbol: N/A
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1999
Employees: 11-50