Overview

Brooklyn Investment Group builds a platform for financial advisors to manage client wealth through Separately Managed Accounts (SMAs) that combine crypto and traditional equity investments. The platform enables advisors to customize portfolios for each client, charge fees for platform access and portfolio management, and automate tax loss harvesting to boost after-tax returns. A Chief Investment Officer-led team delivers professional risk management and trading using proprietary signals, with experience from major institutions and a focus on disciplined risk controls. The company differentiates itself by integrating crypto and equity in SMAs, offering daily automated tax loss harvesting across both coins and stocks, and by leveraging a seasoned, ML-aware leadership and quantitative engineers. Brooklyn’s goal is to bridge traditional financial advisory services with digital wealth management, giving advisors advanced tools to optimize returns and manage risk for their clients.

Simplify's Take

What believers are saying

• Nuveen's June 2025 acquisition accesses $1.3 trillion AUM.
• 2023 partnership scales direct indexing across advisor networks.
• TIAA Ventures co-investment validates technology capabilities.

What critics are saying

• Integration fails, delaying alternatives rollout in 12-18 months.
• SEC fines hit AI signals and crypto SMAs in 6-12 months.
• PhDs defect to Bitwise, crippling innovation in 18-24 months.

What makes Brooklyn Investment Group unique

• Brooklyn integrates AI-driven crypto and equity SMAs for advisors.
• Automated daily tax-loss harvesting boosts after-tax returns.
• Proprietary signals enable professional risk management.

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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