Insights

Innovative Investment Solutions Placemark Investments specializes in providing customized Unified Managed Accounts (UMA) that integrate various investment vehicles. This focus indicates potential opportunities to offer advanced portfolio management technology, risk analytics, or tailored investment products to enhance their solutions.

Strong Industry Recognition Receiving the 2018 Family Wealth Report Award highlights Placemark's reputation for excellence. This positions the company as a leader or preferred partner in the wealth management ecosystem, opening doors for strategic collaborations or premium service offerings.

Growing Market Presence With estimated revenues between 25 to 50 million dollars and a sizable employee base, Placemark is expanding in the investment management space. There are sales prospects in expanding operational efficiencies, client engagement platforms, or compliance and reporting solutions.

Operational Infrastructure Compatibility Placemark works closely with managed account program sponsors and leverages existing operational infrastructure. Technologies or services that facilitate seamless integration, automation, and operational scalability could be valuable to support their customization needs.

Industry Focus Alignment Targeting managed account sponsors and wealth advisors presents an opportunity to introduce cutting-edge fintech solutions, client engagement tools, or data analytics services that enhance their platform capabilities and client offerings.

Similar companies to Placemark Investments

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. 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 December 2025, Placemark Investments has approximately 51 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 51 employees.

Q: What technology does Placemark Investments use?

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

Investment ManagementTexas, United States51-200 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.