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F.L.Putnam Investment Management Company secures a strategic minority investment from Bixby Wealth Solutions to enhance client experience and accelerate national expansion.

PRIVATEJul 29, 2026•11 days ago

Round Type

Venture - Series Unknown

LynnfieldFinancial ServicesConsulting

Investors

Bixby Wealth Solutions

Description

F.L.Putnam Investment Management Company announced a minority investment from Bixby Wealth Solutions, an arm of Moontower Group. The financial terms of the transaction were not disclosed, but the funding is intended to support advisor growth and enhance the firm's services. This strategic investment positions FLP for growth and flexibility in investing in its people and technology. The firm will continue to operate independently under its existing leadership team.

Company Information

Company

F.L.Putnam Investment Management Company

Location

Lynnfield, Massachusetts, United States

About

F.L.Putnam provides investment management, financial planning, and consulting services to high-net-worth clients and institutions including endowments and foundations. Since 1983, F.L.Putnam has delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. The firm serves clients from offices in Maine, Massachusetts, New Hampshire, New York, and Rhode Island. More information is available at www.flputnam.com.

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