Brooklyn Investment Group

Brooklyn Investment Group

Platform for customized crypto and equity portfolios

About Brooklyn Investment Group

Simplify's Rating
Why Brooklyn Investment Group is rated
B-
Rated C on Competitive Edge
Rated B on Growth Potential
Rated B on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

11-50

Company Stage

Seed

Total Funding

$14.9M

Headquarters

New York City, New York

Founded

2016

Overview

Brooklyn provides a platform that connects traditional financial advisors with digital wealth management, offering customized portfolios that include both crypto and equity investments. Their main product is Separately Managed Accounts (SMAs), which are tailored to meet the specific needs of clients. The platform features an automated tax loss harvesting service that identifies opportunities to sell investments at a loss to enhance after-tax returns. Brooklyn stands out from competitors by emphasizing professional risk management, guided by a Chief Investment Officer with extensive experience in investment management. The company's goal is to enhance the investment experience for financial advisors and their clients by providing advanced tools and services that improve returns and manage risk effectively.

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Significant Headcount Growth
Simplify Jobs

Simplify's Take

What believers are saying

  • Brooklyn can leverage the rise of DeFi to expand its crypto portfolio offerings.
  • The platform's AI-driven personalized solutions meet the rising demand for tailored financial advice.
  • Increased interest in ESG investing presents an opportunity for Brooklyn to offer ESG-focused SMAs.

What critics are saying

  • Increased competition from fintech startups could dilute Brooklyn's market share.
  • Volatility in cryptocurrency markets poses a risk to Brooklyn's crypto portfolios.
  • Regulatory scrutiny on AI-driven financial services could increase compliance costs for Brooklyn.

What makes Brooklyn Investment Group unique

  • Brooklyn integrates crypto and equity portfolios for financial advisors, a unique market offering.
  • The platform's automated tax loss harvesting enhances after-tax returns for clients.
  • Brooklyn's leadership includes experts from top-tier financial institutions, ensuring high-level expertise.

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Funding

Total Funding

$14.9M

Above

Industry Average

Funded Over

1 Rounds

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

$3.3M
$2M
Netflix
$2.3M
Instacart
$3M
Robinhood
$4.7M
Brooklyn Investment Group

Growth & Insights and Company News

Headcount

6 month growth

↑ 3%

1 year growth

↑ 3%

2 year growth

↑ 8%
Slater Sentinel
Mar 22nd, 2025
Natixis Advisors LLC Reduces Stake in Toll Brothers, Inc. (NYSE:TOL)

Brooklyn Investment Group purchased a new stake in Toll Brothers in the 3rd quarter worth approximately $27,000.

ETF Daily News
Mar 21st, 2025
Farther Finance Advisors LLC Boosts Position in Lamar Advertising (NASDAQ:LAMR)

Brooklyn Investment Group purchased a new stake in Lamar Advertising in the 3rd quarter valued at about $25,000.

MarketBeat
Mar 16th, 2025
Charles Schwab Investment Management Inc. Grows Holdings in Enphase Energy, Inc. (NASDAQ:ENPH)

Finally, Brooklyn Investment Group purchased a new stake in Enphase Energy in the third quarter worth about $55,000.

MarketBeat
Mar 16th, 2025
Bowen Hanes & Co. Inc. Buys 206,545 Shares of Vertiv Holdings Co (NYSE:VRT)

Brooklyn Investment Group purchased a new stake in Vertiv in the third quarter worth about $30,000.

MarketBeat
Mar 13th, 2025
Candriam S.C.A. Has $2.48 Million Stock Holdings in Guidewire Software, Inc. (NYSE:GWRE)

Finally, Brooklyn Investment Group acquired a new stake in Guidewire Software in the 3rd quarter valued at $42,000.

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