Funded Tech Companies
Placemark Investments
Placemark Investments is a software company, based in Wellesley. Investment was provided by RBC Technology Ventures, North Hill Ventures and Ascent Venture Partners.
Company Overview
Company Name
Placemark Investments
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
40 William St. 210
Wellesley, MA 02481
USA
Wellesley, MA 02481
USA
Phone
Website
Email Address
Company Background Information
Overview
Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, mutual funds, and ETFs into a customized portfolio.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
9/7/2006
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Lee Chertavian
Vice President
Cal Bryant
Vice President
Donald Frerichs
VP - Product Management
Ryan Tagal
VP - R & D
Janis Zvingelis
Company Investors
- RBC Technology Ventures
- North Hill Ventures
- Ascent Venture Partners
- Flybridge Capital Partners
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