Corporate Overview

Envestnet | Placemark develops, implements, and supports wealth solutions, including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks, and family offices. As the separate account industry’s leading independent overlay portfolio manager, Envestnet | Placemark coordinates multiple investment vehicles such as separately managed accounts, mutual funds, and ETFs into a single customized portfolio, Envestnet | Placemark provides a solution for firms seeking to expand and capture more fee-based business.

Mission:

Envestnet | Placemark’s mission is to fundamentally change the way that investment management services are delivered to clients, fostering a more efficient operating model and delivering more sophisticated investment strategies to meet a wider variety of client needs. We enable financial advisors, sponsors, and product providers (managers) to better collaborate in delivering superior investment solutions to their clients. As a firm, Envestnet | Placemark seeks to foster an entrepreneurial culture focused on integrity, innovation, respect for employees, exceeding customers’ needs and adding real value.

Offices:

Addison, Texas, and Wellesley, Massachusetts

Employees:

97 employees as of March 2014