Insights

Strong Market Position Boston Trust Walden operates within the competitive investment management industry with a revenue range of 250 to 500 million dollars and a dedicated client base of individual and institutional investors, suggesting opportunities for tailored financial technology solutions and partnership offerings.

Growth in Asset Holdings Recent sizable investments in assets such as Graphic Packaging, Matador Resources, and Genuine Parts indicate active portfolio expansion, presenting avenues to offer advanced analytics, portfolio management tools, or data services to support their investment strategies.

Strategic Leadership Hiring The appointment of new leadership including a General Counsel and Portfolio Manager demonstrates a focus on strengthening governance and investment capabilities, which could be leveraged through executive training programs, legal tech solutions, or risk management services.

Technology Adoption Utilizing a tech stack involving Salesforce, Adobe Fonts, and security tools shows an emphasis on digital infrastructure, opening potential sales channels for cybersecurity, client engagement platforms, or cloud-based solutions to enhance operational efficiency.

Client-focused Solutions Offering multiple investment vehicles such as separately managed accounts, mutual funds, and private wealth management indicates a diverse client base, presenting opportunities to custom-tailor CRM, compliance, or financial planning software that caters to varied investor needs.

Boston Trust Walden Tech Stack

Boston Trust Walden uses 8 technology products and services including jQuery Migrate, AOS, Salesforce Marketing Cloud, and more. Explore Boston Trust Walden's tech stack below.

  • jQuery Migrate
    Javascript Libraries
  • AOS
    Javascript Libraries
  • Salesforce Marketing Cloud
    Marketing Performance Measurement
  • Microsoft
    Miscellaneous
  • WP Engine
    Platform As A Service
  • Adobe Fonts
    Web Fonts
  • Wordfence Login Security
    Web Platform Extensions
  • AddToAny
    Widgets

Media & News

Boston Trust Walden's Email Address Formats

Boston Trust Walden uses at least 2 format(s):
Boston Trust Walden Email FormatsExamplePercentage
FLast@bostontrust.comJDoe@bostontrust.com
76%
Last@bostontrust.comDoe@bostontrust.com
22%
F.Last@bostontrust.comJ.Doe@bostontrust.com
2%
FLast@bostontrustwalden.comJDoe@bostontrustwalden.com
100%

Frequently Asked Questions

What is Boston Trust Walden's phone number?

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You can contact Boston Trust Walden's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boston Trust Walden's official website and social media links?

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Boston Trust Walden's official website is bostontrustwalden.com and has social profiles on LinkedIn.

What is Boston Trust Walden's NAICS code?

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Boston Trust Walden's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Boston Trust Walden have currently?

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As of February 2026, Boston Trust Walden has approximately 101 employees across 2 continents, including North AmericaAsia. Key team members include CFO And Treasurer: D. K.Chief Investment Officer, Wealth Strategies: A. K.Chief Operating Officer: K. C.. Explore Boston Trust Walden's employee directory with LeadIQ.

What industry does Boston Trust Walden belong to?

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Boston Trust Walden operates in the Investment Management industry.

What technology does Boston Trust Walden use?

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Boston Trust Walden's tech stack includes jQuery MigrateAOSSalesforce Marketing CloudMicrosoftWP EngineAdobe FontsWordfence Login SecurityAddToAny.

What is Boston Trust Walden's email format?

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Boston Trust Walden's email format typically follows the pattern of FLast@bostontrust.com. Find more Boston Trust Walden email formats with LeadIQ.

When was Boston Trust Walden founded?

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Boston Trust Walden was founded in 1974.

Boston Trust Walden

Investment ManagementMassachusetts, United States51-200 Employees

We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors. We specialize in actively managed multi-asset and equity investment strategies. Investors can access our strategies through various vehicles, including separately managed accounts, mutual funds, and collective investment trusts. We also offer private wealth management solutions.

Boston Trust Walden is a brand name for the asset management products and services provided by either Boston Trust Walden National Association (BTWNA or “Bank”) or Boston Trust Walden Inc. (BTWI or “Adviser”).  BTWNA is a national trust bank regulated by the Office of the Comptroller of the Currency. Trust services are offered by BTWNA. Investment products are offered by BTWNA and its wholly owned subsidiary, BTWI. Trust services and products are not FDIC insured, not deposits or obligations of, or guaranteed by BTWNA or BTWI, and are subject to investment risk, including loss of principal.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1974
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    Boston Trust Walden's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Boston Trust Walden's revenue is estimated to be in the range of $250M$500M

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