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
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  • |  NAICS Code: 523920  |

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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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