About Darwin Trust
Darwin Trust is a company based in Arlington (United States) founded in 2018 by John Gosselin and Melissa Sommer was acquired by F.L.Putnam in April 2024.. Darwin Trust offers products and services including Investment Management, Trust Services, and Estate Settlement. Darwin Trust operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Arlington, United States
- Founders John Gosselin, Melissa Sommer
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Darwin Trust Company
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
F.L.Putnam
(Apr 10, 2024)
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Products & Services of Darwin Trust
Darwin Trust offers a comprehensive portfolio of products and services, including Investment Management, Trust Services, and Estate Settlement. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tailored strategies for clients' unique financial goals and protection.
Comprehensive support for long-term financial plans and client needs.
Assistance in securing clients' futures through fiduciary expertise.
Funding Insights of Darwin Trust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Darwin Trust
Darwin Trust has secured backing from 1 investor. Prominent investors backing the company include F.L.Putnam. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Investment management and financial planning services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Darwin Trust
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Darwin Trust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Darwin Trust Comparisons
Competitors of Darwin Trust
Darwin Trust operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Darwin Trust
When was Darwin Trust founded?
Darwin Trust was founded in 2018.
Where is Darwin Trust located?
Darwin Trust is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.
Who is the current CEO of Darwin Trust?
Melissa Sommer is the current CEO of Darwin Trust. They have also founded this company.
What does Darwin Trust do?
Darwin Trust was founded in 2018 in Arlington, United States, as a provider of trust and investment management services. Operations focus on partnering with professionals such as CPAs, lawyers, and investment advisors to serve client interests. Wealth management solutions are offered to support individuals and their legacies through structured financial planning and advisory roles in the financial services sector.
Who are the top competitors of Darwin Trust?
Darwin Trust's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Darwin Trust offer?
Darwin Trust offers Investment Management, Trust Services, and Estate Settlement.
Who are Darwin Trust's investors?
Darwin Trust has 1 investor. Key investors include F.L.Putnam.