Putnam Investments Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Putnam Investments

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Putnam Investments Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	100 Federal Street Boston, MA 02110

Note: Revenues for privately held companies are statistical evaluations.


Putnam Investments's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Putnam Investments's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Putnam Investments is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Putnam Investments Annual Revenue and Growth Rate

Putnam Investments	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Putnam Investments's revenues are gauged from an analysis of company filings.

Putnam Investments's Income Statement (based on Industry Averages)

Putnam Investments P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Putnam Investments is developing and marketing. Putnam Investments's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PLANVISUALIZER Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing online financial advisory services; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial advisory services in the nature of financial modeling	10/17/2023
THRIVING PUBLIC Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services	09/13/2021
THRIVING PEOPLE Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services	09/13/2021

See all trademarks and details in the Full Report.

Market Share of Putnam Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Putnam Investments, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Putnam Investments. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FIDELITY WORKPLACE SERVICES	Boston, MA	100
MERCER INVESTMENTS	Boston, MA	7
EATON VANCE MANAGEMENT	Boston, MA	3
HARBOURVEST 2024 GLOBAL FEEDER FUND	Boston, MA	2
MASSACHUSETTS FINANCIAL SEVICES	Boston, MA	2
CAMBRIDGE ASSOCIATES LIMITED	Boston, MA	2

Future Competition: Putnam Investments's Fastest Growing Competitors

These companies are in the same general field as Putnam Investments and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)