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Placemark Investments logo

Placemark Investments

Recent Finacing

Equity

Recent Raise

Undisclosed

Placemark operates unified managed accounts that consolidate ETFs, annuities and mutual funds into single client accounts, acting as overlay manager with discretionary trading, tax management and automated rebalancing.

Founded 1999
Texas, United States
51-100
Private
placemark.com

Highlights

Focus Areas

Finance
Financial Services
Wealth Management

Recent Investors

RBC Ventures logo
Ascent Venture Partners logo
North Hill Ventures logo

Financials

1

Funding round

3

Investors