Company Information

Get to know Placemark Investments

Founded in 1999, Placemark Investments, Inc. was a financial services company that specialized in creating and managing outsourced wealth management solutions, most notably its Unified Managed Account (UMA) platform. The company's services enabled financial advisors and institutions to offer sophisticated, consolidated investment portfolios to their clients by combining various investment vehicles like mutual funds, ETFs, and separately managed accounts into a single account. In 2014, Placemark was acquired by Envestnet, a leading provider of technology and wealth management solutions, and its platform and services were subsequently integrated into Envestnet's broader ecosystem.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Placemark Investments

Name: Placemark Investments
Address: 1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312, USA (Headquarters of parent company Envestnet)., US
Telephone: +1 (312) 827-2800

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.