Tech Company Financing Transactions
Placemark Investments Funding Round
Placemark Investments closed a $10 million Series D investment round on 9/7/2006. Backers included Flybridge Capital Partners, Ascent Venture Partners and North Hill Ventures.
Transaction Overview
Company Name
Announced On
9/7/2006
Transaction Type
Venture Equity
Amount
$10,000,000
Round
Series D
Investors
Proceeds Purpose
Company Information
Company Status
Private & Independent
Industry
Software
Mailing Address
40 William St. 210
Wellesley, MA 02481
USA
Wellesley, MA 02481
USA
Phone
Website
Email Address
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
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
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