Placemark Investments
Pioneering next-generation wealth solutions to amplify your investment strategy.
Pioneering next-generation wealth solutions to amplify your investment strategy.
Placemark Investments is a pioneering company that focuses on developing, implementing, and supporting innovative wealth solutions tailored to broker/dealers, registered investment advisors, banks, and family offices. As a leading independent overlay portfolio manager in the separate account industry, Placemark coordinates various investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio. This unique approach provides an effective solution for firms aiming to expand and capture more fee-based business. Founded in 1999, the company operates within the finance, financial services, and wealth management industries. Notably, Placemark Investments secured an $8.00M Venture Round investment on 23 July 2009, with the participation of Flybridge and North Hill Ventures.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Venture Round | $8.00M | 2 |
|
23 Jul 2009 |
| Series E | $2.00M | 1 |
|
22 Dec 2008 |
| Series D | $3.50M | 1 |
|
11 Jan 2008 |
| Series D | $10.00M | 3 |
|
07 Sep 2006 |
| Venture Round | Unknown | 3 |
|
05 May 2005 |
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