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.

Founded in

United States