Placemark Investments Revenue and Competitors

Placemark Investments is the separate account industry's leading overlay portfolio manager for enabling Unified Managed Account (UMA) programs, a new type of managed account offering that integrates multiple investments such as individual equity portfolios, 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. Placemark currently works with over 70 participating investment managers, and over 5,000 investment advisors. Mission: Placemark’s mission is to fundamentally change the way that investment management services are delivered to clients, fostering a more efficient operating model and delivering more sophisticated investment strategies to meet a wider variety of client needs. We enable financial advisors, sponsors, and product providers (managers) to better collaborate in delivering superior investment solutions to their clients. As a firm, Placemark seeks to foster an entrepreneurial culture focused on integrity, innovation, respect for employees, exceeding customers’ needs and adding real value.