Insights

Growing Asset Base Boston Trust Walden manages an estimated revenue of $100 million to $250 million, indicating a sizable and active client portfolio that presents opportunities for tailored investment solutions and expanded service offerings.

Active Investment Strategy Specializing in actively managed multi-asset and equity strategies, the company appeals to investors seeking dynamic and professionally managed portfolios, opening doors for technology-enabled advisory and personalized wealth management services.

Recent Leadership Hires The addition of key personnel such as a new General Counsel and Portfolio Manager suggests growth and strategic focus, creating potential touchpoints for customized legal, compliance, and asset management solutions to support their expanding operations.

Investment Focus Boston Trust Walden’s recent stakes in diverse assets like Graphic Packaging, Matador Resources, and Genuine Parts highlight its active portfolio management, indicating opportunities to offer advanced analytics, reporting tools, or ESG integration services.

Technological Readiness Utilizing platforms like Salesforce Marketing Cloud, Adobe Fonts, and WP Engine reveals a commitment to digital engagement, providing potential for selling innovative marketing, cybersecurity, and customer experience solutions to enhance their online presence.

Boston Trust Walden Tech Stack

Boston Trust Walden uses 8 technology products and services including Google Fonts API, ISO/IEC 27001, Salesforce Marketing Cloud Account Engagement, and more. Explore Boston Trust Walden's tech stack below.

  • Google Fonts API
    Font Scripts
  • ISO/IEC 27001
    Governance, Risk And Compliance
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Microsoft
    Miscellaneous
  • Windows 7
    Operating Systems
  • Google Analytics
    Web Analytics
  • AddToAny Share Buttons
    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
77%
Last@bostontrust.comDoe@bostontrust.com
21%
F.Last@bostontrust.comJ.Doe@bostontrust.com
2%
FLast@bostontrustwalden.comJDoe@bostontrustwalden.com
100%

Frequently Asked Questions

Where is Boston Trust Walden's headquarters located?

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Boston Trust Walden's main headquarters is located at 1 Beacon Street Boston, Massachusetts 02108 United States. The company has employees across 2 continents, including North AmericaAsia.

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 June 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 Google Fonts APIISO/IEC 27001Salesforce Marketing Cloud Account EngagementMicrosoftWindows 7Google AnalyticsAddToAny Share ButtonsAddToAny.

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

Headquarters
1 Beacon Street Boston, Massachusetts 02108 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1974
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Boston Trust Walden's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Boston Trust Walden's revenue is estimated to be in the range of $100M$250M

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