Placemark Investments

United States · 21 Employees
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.

概述

国家 United States
成立时间 1999
总部 16633 dallas pkwy ste 700, addison, tx, us, 75001
电话号码 +1972-404-8100
网站 http://www.placemark.com
LinkedIn http://www.linkedin.com/company/placemark-investments
Twitter
Facebook
员工数 21
行业 investment management,
简介 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.

技术

Mimecast

Email Providers

Pardot

Marketing Automation

Remote

Other

SMTP.com

Email Delivery

Zendesk

Support and Feedback

常见问题

Placemark Investments 在哪里?

Placemark Investments 的总部位于 16633 dallas pkwy ste 700, addison, tx, us, 75001

Placemark Investments 的电话号码是多少?

Placemark Investments 的电话号码是 +1972-404-8100

Placemark Investments 的官方网站是什么?

Placemark Investments 的公司官方网站是 http://www.placemark.com

Placemark Investments 是做什么的?

Placemark Investments 的业务有哪些?

investment management,overlay management,unified managed accounts,taxcustomized portfolios

Placemark Investments 的年收入是多少?

Placemark Investments 的收入是 23259000美元

Placemark Investments 有多少员工?

Placemark Investments 有 21 名员工

Placemark Investments 属于哪个行业?

Placemark Investments 从事以下行业: investment management

Placemark Investments 使用什么技术?

Placemark Investments 使用的一些流行技术包括: Mimecast,Pardot,Remote,SMTP.com,Zendesk

如何联系 Placemark Investments?

Placemark Investments 联系信息: 电话号码:+1972-404-8100， 网站:http://www.placemark.com， 邮箱：ema***@***.com

Placemark Investments 的社交媒体链接是什么?

Placemark Investments 领英：http://www.linkedin.com/company/placemark-investments,fackbook：,twitte:

Placemark Investments 是一家上市公司吗?

不是

Placemark Investments 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Placemark Investments?

Placemark Investments 有 0 家投资者,包括 。

管理层

Winn Jester

Operations Supervisor

Jeffery Picozzi

Manager, Marketing

Mark Marcellino

Director, Advisor Sales

Stephanie Williams

Portfolio Manager

Joseph Rinaldi

Vice President

员工

Larry Oslin

Assistant Corporate Controller

Christian Abaka

Operations Analysts

Fidel Perez

Data Analyst

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