Overview

Brooklyn Investment Group connects traditional financial advisors with digital wealth management by offering customized portfolios that include both cryptocurrency and equity investments. Their main product is Separately Managed Accounts (SMAs), which provide personalized investment experiences and feature an automated tax loss harvesting service to enhance after-tax returns. Brooklyn stands out from competitors by combining crypto and equity investments with a strong focus on risk management, guided by a team with extensive experience in the financial industry. The company's goal is to equip financial advisors with advanced tools and services that improve client investment outcomes.

Simplify's Take

What believers are saying

• AI-driven personalized financial advice can enhance Brooklyn's advisory services.
• The rise of DeFi offers opportunities for new crypto-based financial products.
• Fractional investing could attract younger investors to Brooklyn's platform.

What critics are saying

• Increased competition from AI-driven platforms like Wealthfront and Betterment.
• Volatility in the cryptocurrency market affects Brooklyn's crypto portfolios.
• Regulatory scrutiny on AI and fintech companies is increasing.

What makes Brooklyn Investment Group unique

• Brooklyn integrates crypto and equity portfolios for financial advisors.
• The platform offers automated tax loss harvesting to enhance after-tax returns.
• Brooklyn's leadership has experience from top-tier financial institutions like Goldman Sachs.

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Funding

Total Funding

$14.9M

Above

Industry Average

Funded Over

1 Rounds

$4,700,000

Seed

Jun 2022

Seed funding is usually the first official round after pre-seed, when a startup has a prototype or concept. It’s typically used to develop the product, test the market, and start building the team. Investors here are often angel investors or early-stage venture capitalists.

Seed Funding Comparison

Above Average

Industry standards

Ind Avg. $3.3M

$500k

$1.5M

$2M

$2.3M

$3M

$4.7M