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InteractiveFunds was a startup out of Dallas, TX led and built by Randy Bullard, Ron Pruitt, Joe Mrak, Will Webb, Tom Cademartori, Kendall Ramirez, Brian Bleasdell, Dak Lyons and a handful of others. Out of some combination of luck, intuition, genius, ignorance and "not much to lose" we invented: the very idea and structure of a Unified Managed Account, overlay management including high-volume risk/tax optimization as an implemented service, and model-based operations between 3rd party asset managers and discretionary overlay managers. Yes... those three industry-transforming things, were 100% invented by this little company that became Placemark, that was bought by Envestnet.

Employees View employees
Founded 1999
Address 14180 Dallas Pkwy, Dallas, Texas 75254, US
Phone +1 972-404-4505
Industry Investment Management

InteractiveFunds Questions

InteractiveFunds is based in Dallas, Texas.

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