Placemark Investments Revenue

Investment Management • Addison, Texas, United States • 11-20 Employees

Placemark Investments revenue & valuation

Annual revenue	$23,300,000
Revenue per employee	$1,293,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$74,500,000
Total funding	No funding

Key Contacts at Placemark Investments

Mark Marcellino

Director, Advisor Sales

Michael Kramer

Director - Data Services

Company overview

Headquarters	16633 Dallas Parkway, Suite 700, Addison, TX 75001, US
Phone number	+19724048100
Website	placemark.com
NAICS	5231
SIC	628
Keywords	Unified Managed Accounts, Overlay Management, Tax-Customized Portfolios
Founded	1999
Employees	11-20
Socials

Placemark Investments Email Formats

Placemark Investments uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About Placemark Investments

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

Placemark Investments has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Placemark Investments has never raised funding before.

Frequently asked questions

Placemark Investments is located in Addison, Texas, US.

You can reach Placemark Investments at +19724048100.

Placemark Investments generates an estimated annual revenue of $23,259,991. This revenue figure reflects the company's market position and business performance in its industry.

Placemark Investments has an estimated valuation of $74,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Placemark Investments was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Placemark Investments has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Placemark Investments

Mark Marcellino

Director, Advisor Sales

Michael Kramer

Director - Data Services

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