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Insights

Acquisition Opportunity Darwin Trust was acquired by F.L.Putnam Investment Management Company in April 2024, signaling potential synergies with larger fiduciary platforms, cross-sell of trust and investment services, and alignment with a broader product suite.

Fiduciary Focus Position Darwin as a complementary, high-trust partner for UHNW families and fiduciary-focused clients seeking holistic estate planning, trust administration, and bespoke investment strategies.

Tech Modernization Leverage existing tech stack and cybersecurity posture to offer scalable digital onboarding, client portals, and risk-aware advisory services to wealth clients, expanding to regional advisors who require secure, compliant platforms.

Growth Potential With reported revenue in the multi-million range and a small team, opportunities exist to expand through strategic partnerships, co-branded solutions, and expanded service lines with aligned institutions or asset managers.

Strategic Partnerships Past collaborations (example with KLR Wealth Management) indicate openness to alliances; target introductions to independent advisers and family offices seeking trusted-advisor models and modular trust services.

Similar companies to Darwin Trust Company, an F.L.Putnam Company

Darwin Trust Company, an F.L.Putnam Company Tech Stack

Darwin Trust Company, an F.L.Putnam Company uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Darwin Trust Company, an F.L.Putnam Company's tech stack below.

Darwin Trust Company, an F.L.Putnam Company's Email Address Formats

Darwin Trust Company, an F.L.Putnam Company uses at least 1 email format:
Darwin Trust Company, an F.L.Putnam Company Email FormatsExamplePercentage
FLast@darwintrust.comJDoe@darwintrust.com
100%

Frequently Asked Questions

What is Darwin Trust Company, an F.L.Putnam Company's official website and social media links?

Minus sign iconPlus sign iconDarwin Trust Company, an F.L.Putnam Company's official website is darwintrust.com and has social profiles on LinkedIn.

How much revenue does Darwin Trust Company, an F.L.Putnam Company generate?

Minus sign iconPlus sign icon As of September 2026, Darwin Trust Company, an F.L.Putnam Company's annual revenue is estimated to be $10M - $25M.

What is Darwin Trust Company, an F.L.Putnam Company's NAICS code?

Minus sign iconPlus sign iconDarwin Trust Company, an F.L.Putnam Company's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Darwin Trust Company, an F.L.Putnam Company have currently?

Minus sign iconPlus sign iconAs of September 2026, Darwin Trust Company, an F.L.Putnam Company has approximately 9 employees across 1 continents, including North America. Key team members include Svp | Chief Operating Officer: K. L., Director: J. S. and Director And Audit Committee Chairperson: T. D. Explore Darwin Trust Company, an F.L.Putnam Company's employee directory with LeadIQ.

What industry does Darwin Trust Company, an F.L.Putnam Company belong to?

Minus sign iconPlus sign iconDarwin Trust Company, an F.L.Putnam Company operates in the Investment Management industry.

What technology does Darwin Trust Company, an F.L.Putnam Company use?

Minus sign iconPlus sign iconDarwin Trust Company, an F.L.Putnam Company's tech stack includes iCIMS, WordPress, Shopify, Google Cloud, Office 365, WP Engine, KnowBe4 and Piwik PRO Core.

What is Darwin Trust Company, an F.L.Putnam Company's email format?

Minus sign iconPlus sign iconDarwin Trust Company, an F.L.Putnam Company's email format typically follows the pattern of FLast@darwintrust.com. Find more Darwin Trust Company, an F.L.Putnam Company email formats with LeadIQ.
Darwin Trust Company, an F.L.Putnam Company logo

Darwin Trust Company, an F.L.Putnam Company

Investment ManagementMassachusetts, United States2-10 Employees

Founded on the belief that access to trust services and strategic investing should be broadly available, Darwin Trust highlights its decades of experience and client dedication as the foundation of its service. The company describes itself as a true fiduciary that manages client wealth in their best interests, with a focus on personalized guidance, accountability, and a long-term advisory relationship, including collaboration with partners such as KLR Wealth Management.

Section iconCompany Overview

Website
darwintrust.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Darwin Trust Company, an F.L.Putnam Company's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Svp | Chief Operating Officer at Darwin Trust Company, an F.L.Putnam Company
    K. L.
    Svp | Chief Operating Officer
    Mobile Phone
  • Director at Darwin Trust Company, an F.L.Putnam Company
    J. S.
    Director
    Mobile Phone
  • Director And Audit Committee Chairperson at Darwin Trust Company, an F.L.Putnam Company
    T. D.
    Director And Audit Committee Chairperson
    Mobile Phone
  • Office Manager at Darwin Trust Company, an F.L.Putnam Company
    D. C.
    Office Manager
    Mobile Phone
  • Senior Trust Officer at Darwin Trust Company, an F.L.Putnam Company
    K. B. D.
    Senior Trust Officer
    Mobile Phone

Employee Directory

  • Assistant Trust Officer at Darwin Trust Company, an F.L.Putnam Company
    B. L.
    Assistant Trust Officer
    Mobile Phone
  • Trust Officer Assistant at Darwin Trust Company, an F.L.Putnam Company
    A. C. C.
    Trust Officer Assistant
    Mobile Phone
  • Trust Operations Associate at Darwin Trust Company, an F.L.Putnam Company
    T. S.
    Trust Operations Associate
    Mobile Phone
  • Trust Operations Assistant at Darwin Trust Company, an F.L.Putnam Company
    A. L.
    Trust Operations Assistant
    Mobile Phone
  • Administrative Assistant at Darwin Trust Company, an F.L.Putnam Company
    T. L.
    Administrative Assistant
    Mobile Phone

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