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Idealab
Placemark Investments, Inc. provides overlay management services to banks, financial services companies, registered investment advisers, and broker-dealers in the United States and Canada. It offers overlay portfolio management that focuses on implementing custom investment solutions for individual clients, based on unique requirements; unified managed accounts that integrates multiple investments, such as individual equity portfolios, mutual funds, and ETFs into a customized portfolio; and tax management services. Placemark Investments, Inc., formerly known as iExchange.com, was founded in 1999 and is based in Dallas, Texas with an additional office in Wellesley, Massachusetts.
Placemark
Founded:
1999
Acquired:
2014 (Envestnet, Inc.)
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