Cause IQ vendor profile

Putnam Investments


Putnam Investments is a firm that provides investment management and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Michigan, and Oklahoma (although they are present in other states as well).

Most Putnam Investments clients are health and welfare funds, hospitals, residential intellectual and developmental disability facilities, assisted living and continuing care retirement communities, and professional associations with revenues ranging from $22 million to $235 million.

Primary location:
Boston, MA
Clients in:
MA, MO
Identified clients:
20
Avg client size:
$468 mil revenue
Median client size:
$35 mil revenue

Putnam Investments client list

  Name Type Location
1 Air-Conditioning, Heating, and Refrigeration Institute (AHRI) 501(c)(6) Arlington, VA
2 Thorek Memorial Hospital 501(c)(3) Chicago, IL
3 Montereau 501(c)(3) Tulsa, OK
4 Four County Mental Health Center 501(c)(3) Independence, KS
5 The Providence Center 501(c)(3) Providence, RI
6 Parkside Psychiatric Hospital and Clinic 501(c)(3) Tulsa, OK
7 Florida Court Clerks and Comptrollers 501(c)(6) Tallahassee, FL
8 Delta Community Credit Union 501(c)(14) Atlanta, GA
9 Emmanuel College 501(c)(3) Boston, MA
10 Moore Center Services 501(c)(3) Manchester, NH
... and 10 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ

Putnam Investments competitors

Competitors to Putnam Investments in the nonprofit sector include Towers Watson, Caremark, Optumrx, Inc., CBIZ Retirement Plan Services, Morningstar, Paychex, Inc., Community Insurance Company, Blue Cross Blue Shield Of Alabama, Minnesota Life Insurance Company, and Davis Vision.

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