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