Placemark Investments, Inc. (extinct)

Placemark Investments, Inc. (extinct)

Placemark Investments, Inc. (extinct)

Date Founded



16633 Dallas Parkway Suite 700 Addison TX United States 75001

Type of Company


Employees (Worldwide)

51 - 100


Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

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Advised onEnvestnet, Inc. purchases Placemark Investments, Inc.

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Advised onEnvestnet, Inc. purchases Placemark Investments, Inc.

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Contributing Editor, New England IP Blog at Proskauer Rose LLP

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Information Venture Partners seeks investment opportunities in the companies located in Canada & US. The firm invests in companies operating in the field of financial technology. Information Venture Partners provided financing for Series A, Series B and later stage capital requirements.

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Chief Compliance Officer & Manager at ETF Solution Advisory Services LLC

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Chief Operating Officer at Solovis, Inc.

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