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    Placemark Investments

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    Description

    • 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.
    • location

      Headquarters:16633 Dallas Parkway Suite 700, Addison, Texas, United States

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    • Placemark Investments phone

      Phone Number: +1 972-404-8100

    • Placemark Investments website

      Website: https://www.placemark.com

    • Placemark Investments employees

      Employees:16

    • Placemark Investments revenue

      Revenue:$10 - 50M

    • Placemark Investments legal name

      Legal Name:Placemark Investments

    • Placemark Investments's Social Media

      Placemark Investments linkedin Placemark Investments twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Vice President for Placemark Investments

    Joseph Rinaldi

    Vice President

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    View Employees

    Joseph Rinaldi

    Vice President

    Kathryn Kutzer

    Director, Product Management

    Michael Kramer

    Director - Data Services

    Jeffery Picozzi

    Manager, Marketing

    Mike Pines

    Manager, Implementations

    Frequently Asked Questions regarding Placemark Investments

    • Where are Placemark Investments's Headquarters?

      Placemark Investments's Headquarters are in 16633 Dallas Parkway Suite 700,Addison,Texas,United States

    • What is Placemark Investments's phone number?

      Placemark Investments's phone number is +1 972-404-8100

    • What is Placemark Investments's official website?

      Placemark Investments's official website is https://www.placemark.com

    • What is Placemark Investments's Revenue?

      Placemark Investments's revenue is $10 - 50M

    • What is Placemark Investments's NAICS code?

      Placemark Investments's NAICS code is 523920

    • How many employees are working in Placemark Investments

      Placemark Investments has 16 employees

    • What is Placemark Investments's Industry?

      Placemark Investments is in the industry of Investment Management

    • Who is Placemark Investments's Vice President?

      Placemark Investments's Vice President is Joseph Rinaldi

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