Placemark Investments logo

Placemark Investments Employee Directory

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.

Find Placemark Investments employees' phone numbers or email addresses

Placemark Investments Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Placemark Investments's Leadership

  • Stylized image of a person
    J. M.
    Management Information Systems Administrator
    Phone icon

Placemark Investments Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Placemark Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Management Information Systems Administrator
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Placemark Investments known for?

Minus sign iconPlus sign icon
Placemark Investments was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Placemark Investments's company overview page for more information.

What is Placemark Investments's most common email format?

Minus sign iconPlus sign icon
Placemark Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Placemark Investments email formats with LeadIQ.

How many employees does Placemark Investments have currently?

Minus sign iconPlus sign icon
Placemark Investments has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Placemark Investments's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Placemark Investments's key employees include:

  • Management Information Systems Administrator: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.