Placemark InvestmentsPlacemark Investments develops, implements, and supports wealth solutions,
Suggest an EditAbout Placemark Investments
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. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking
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. As the separate account industry’s leading independent overlay portfolio manager, Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Placemark provides a solution for firms seeking
Company Highlights
Status
Employees
Total Investment Amt
MoM Headcount GrowthYoY Headcount Growth
Year Founded
1999
StatusAcquired
Employees19
Location (HQ)
USA
Since Last Funding
15 years 1 month
Total Investment Amt$52M
MoM Headcount Growth-4.98%
YoY Headcount Growth-4.98%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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Finance
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Financial Services
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Investment Management
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Wealth Management
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