Placemark Investments, Inc. (extinct)

Placemark Investments, Inc. (extinct)

Placemark Investments, Inc. (extinct)

Overview
Date Founded

2001

Headquarters

16633 Dallas Parkway Suite 700 Addison TX United States 75001

Type of Company

Private

Employees (Worldwide)

51 - 100

Industries

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.

Contact Data
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Transaction Advisors
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Advised onEnvestnet, Inc. purchases Placemark Investments, Inc.

Investment Advisor

Advised onEnvestnet, Inc. purchases Placemark Investments, Inc.

Advisors & Consultants
Legal Advisor

Contributing Editor, New England IP Blog at Proskauer Rose LLP

Investors
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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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