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InteractiveFunds
AddedFeb 16, 2024
UpdatedJun 18, 2026
InteractiveFunds

InteractiveFunds

Operating

InteractiveFunds, a Dallas-based startup, revolutionized investor technology by inventing Unified Managed Accounts, overlay management, and model-based operations.

Location
Dallas, TX, US
Founded
1999
Firm
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Fundraising
Employees

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.

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InteractiveFunds - Classification

Also Known As
  • Interactive Funds, Inc.
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 541000Professional, Scientific, and Technical Services
SIC
  • 6000Depository Institutions
  • 7300Business Services