About F.L.Putnam
F.L.Putnam is a company based in Portland (United States) founded in 1983.. F.L.Putnam has completed 7 acquisitions, including AOG Wealth Management, Arbor Capital Management and Atrato Advisors. F.L.Putnam offers products and services including Investment Advisory, Financial Planning, Trust Services, and Sustainable Investing. F.L.Putnam operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
- Headquarter Portland, United States
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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 F.L.Putnam Investment Management 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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Investments & Acquisitions
AOG Wealth Management
& 6 more
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Products & Services of F.L.Putnam
F.L.Putnam offers a comprehensive portfolio of products and services, including Investment Advisory, Financial Planning, Trust Services, and Sustainable Investing. 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.
Provides tailored advice for managing and growing client wealth.
Offers strategies for personal and institutional financial goals.
Manages trust assets with a focus on security and growth.
Focuses on socially responsible investment options.
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Funding Insights of F.L.Putnam
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Dec, 2022 | Amount | Unspecified - F.L.Putnam | Valuation |
investors |
| 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 F.L.Putnam
F.L.Putnam has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Emigrant Partners. 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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Operates as an investment management firm providing financial expertise.
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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 F.L.Putnam
F.L.Putnam has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include AOG Wealth Management, Arbor Capital Management and Atrato Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Trust and investment management services are provided to clients.
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2018 | ||||
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Provider of investment advisory and risk management services
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2008 | ||||
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Investment management services are provided by Four Ponds Financial.
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2007 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - F.L.Putnam
| 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 |
F.L.Putnam Comparisons
Competitors of F.L.Putnam
F.L.Putnam 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley 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 |
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| domain | founded_year | HQ Location |
AI-powered market intelligence and search platform is operated.
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| 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 |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and 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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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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Latest news on F.L.Putnam
Frequently Asked Questions about F.L.Putnam
When was F.L.Putnam founded?
F.L.Putnam was founded in 1983 and raised its 1st funding round 39 years after it was founded.
Where is F.L.Putnam located?
F.L.Putnam is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
What does F.L.Putnam do?
F.L. Putnam was founded in 1983 and is headquartered in Portland, United States. Operations are focused on the financial services sector, where investment management and financial planning services are delivered to clients. Wealth advisory solutions are offered, emphasizing portfolio management and retirement strategies. The firm operates primarily in the United States, serving individual and institutional investors through a network of advisors.
Who are the top competitors of F.L.Putnam?
F.L.Putnam's top competitors include Fidelity Investments, Investec and AlphaSense.
What products or services does F.L.Putnam offer?
F.L.Putnam offers Investment Advisory, Financial Planning, Trust Services, and Sustainable Investing.
How many acquisitions has F.L.Putnam made?
F.L.Putnam has made 7 acquisitions, including AOG Wealth Management, Arbor Capital Management, and Atrato Advisors.
Who are F.L.Putnam's investors?
F.L.Putnam has 1 investor. Key investors include Emigrant Partners.