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.


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.


Addison, Texas, and Wellesley, Massachusetts


97 employees as of March 2014