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.

Similar companies to Boston Trust Walden

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 Formats	Example	Percentage
FLast@bostontrust.com	JDoe@bostontrust.com	77%
Last@bostontrust.com	Doe@bostontrust.com	21%
F.Last@bostontrust.com	J.Doe@bostontrust.com	2%
FLast@bostontrustwalden.com	JDoe@bostontrustwalden.com	100%

Frequently Asked Questions

Where is Boston Trust Walden's headquarters located?

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?

You can contact Boston Trust Walden's main corporate office by phone at

+1-617-726-****

. 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?

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

What is Boston Trust Walden's NAICS code?

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

How many employees does Boston Trust Walden have currently?

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?

Boston Trust Walden operates in the Investment Management industry.

What technology does Boston Trust Walden use?

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?

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?

Boston Trust Walden was founded in 1974.

Boston Trust Walden

Q: How many employees does Boston Trust Walden have currently?

Boston Trust Walden has approximately 101 employees.

Q: What technology does Boston Trust Walden use?

Boston Trust Walden's tech stack includes Microsoft Windows, PowerShell, VMware, jQuery Migrate, Google Tag Manager.

Q: What is Boston Trust Walden's NAICS code?

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

Investment ManagementMassachusetts, United States51-200 Employees

Boston Trust Walden operates as an independent, employee-owned asset management firm specializing in actively managed multi-asset and equity strategies for individual and institutional clients. The firm provides access to these strategies through separately managed accounts, mutual funds, and collective investment trusts, and it also offers private wealth management solutions. It is based at 1 Beacon Street in Boston, Massachusetts. The Boston Trust Walden brand represents offerings from affiliated entities, including a national trust bank regulated by the Office of the Comptroller of the Currency and a related adviser, with trust services and investment products provided by these entities and not FDIC insured. In December 2025, the company announced the appointment of Barbara Keefe as General Counsel.