Putnam

Kansas City, United States Founded: 1937 • Age: 89 yrs Acquired By Franklin Templeton Investments
Diversified investment management services are offered by Putnam firm.
Annual revenue $18.2M Latest available
Total funding - Funding intelligence
Employees 1305 Tracked headcount
Investors 2 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About Putnam

Putnam is a company based in Kansas City (United States) founded in 1937 was acquired by Franklin Templeton Investments in May 2023. The company has 1,305 employees as of December 31, 2020. Putnam operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Kansas City, United States
  • Employees 1305 as on 31 Dec, 2020
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Putnam Investments, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $18.23 M (USD)
    23.53
    as on Apr 30, 2025
  • Net Profit
    $10.69 M (USD)
    -43.74
    as on Apr 30, 2025
  • EBITDA
    $11.11 M (USD)
    -43.41
    as on Apr 30, 2025
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    1305

    as on Dec 31, 2020

  • Acquired by
    Franklin Templeton Investments

    & 1 more

    (May 31, 2023)

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People of Putnam

Headcount 1000-5000
Employee Profiles 44
Board Members and Advisors 11
Employee Profiles
People
Shep Perkins
CIO And Head Of Putnam Equity Investments
People
Robert L. Reynolds
President And CEO
People
Stephanie Clark
Senior Operations Supervisor, Investment Only Services
People
Jeffrey Fitzpatrick
Director Infrastructure Services

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Board Members and Advisors
people
Catharine Bond Hill
Trustee
people
Mona K. Sutphen
Trustee
people
Katinka Domotorffy
Trustee
people
George Putnam
Trustee

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Funding Insights of Putnam

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Detailed funding history for Putnam

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Putnam

Putnam has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Franklin Templeton and Marshall+Sterling Insurance.

All
Institutional
Investor Description Founded Year Domain Location
Diversified investment management services are offered globally by the firm.
Locked Locked Locked
Marshall+Sterling Insurance is focused on providing customized insurance and financial solutions.
Locked Locked Locked
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Investor details for Putnam

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
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Investments & Acquisitions by Putnam

Investments
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Investment portfolio details for Putnam

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  • Transaction dates
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Financial Statements - Putnam

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Detailed financials for Putnam

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  • Profit trends
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Putnam Comparisons

Putnam Primary company
Description
Diversified investment management services are offered by Pu...
Location
Kansas City, United States
Founded Year
1937
Annual Revenue
$18.23 M (USD)
Net Profit
$10.69 M (USD)
EBITDA
$11.11 M (USD)
Employees
1,305
As of 2020
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Peer comparison for Putnam

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Putnam

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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Mutual life insurance and asset management services are provided.
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Detailed competitors of Putnam

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Latest news on Putnam

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Complete news archive for Putnam

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Frequently Asked Questions about Putnam

Putnam was founded in 1937.

Putnam is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.

Robert L Reynolds is the current CEO of Putnam.

As of Dec 31, 2020, the latest employee count at Putnam is 1,305.

Annual revenue of Putnam is $18.23M as on Apr 30, 2025.

Putnam was established in 1937 and is headquartered in Kansas City, United States. Operations focus on the financial sector, where a variety of investment management services are provided to clients. Diversified portfolios and strategies are managed across asset classes. The firm is led by CEO Robert L. Reynolds, with activities centered in the U.S. market.

Putnam's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

Putnam has 2 investors. Key investors include Franklin Templeton, and Marshall+Sterling Insurance.

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