Basic info
Industry
investment management
Sectors
Asset Management
Wealth Management
Financial Planning
Estate Planning
Family Offices
Millennials
Retirement Planning
Investment Management
ESG Investing
Sustainable Investing
Consulting
Retirement
Financial Services
Socially Responsible Investing
Foundations
Date founded
1983
Funding rounds raised
F
F.L.Putnam Investment Management Company raised undisclosed on December 19, 2022
Investors: Emigrant Partners