Brooklyn Investment Group

Brooklyn Investment Group

Helps to create fully personalized separately managed accounts (SMAs) for clients.

HQ location
New York City, United States
Website
Launch date
Employees
Enterprise value
$16—24m
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Acquisition
Total Funding000k

Financials

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Revenues, earnings & profits over time
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Source: Dealroom estimates

More about Brooklyn Investment Group
Made with AI
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Brooklyn, accessible at bkln.com, is a pioneering company that bridges the gap between traditional financial advisors and the burgeoning field of digital wealth management. The company offers a unique platform that integrates customized crypto and equity portfolios, specifically designed for innovative financial advisors. Brooklyn operates in the financial technology (fintech) market, focusing on providing advanced tools and services to financial advisors who manage wealth for their clients.

Brooklyn's business model revolves around offering Separately Managed Accounts (SMAs) that include both crypto and equity investments. These SMAs are tailored to meet the specific needs of each advisor's clients, providing a personalized investment experience. The company generates revenue by charging fees for the use of its platform and for the management of these customized portfolios.

One of Brooklyn's standout features is its automated tax loss harvesting service. This service helps boost after-tax returns by identifying opportunities to sell investments at a loss, which can offset gains and reduce taxable income. The platform performs daily monitoring to find these opportunities in both individual coins and stocks, adding value in both rising and falling markets.

Brooklyn also emphasizes professional risk management and trading, guided by a Chief Investment Officer (CIO) with over a decade of experience in investment management. The company's trading strategies are based on proprietary signals, aiming to manage risk actively while seeking returns.

The leadership team at Brooklyn brings a wealth of experience from top-tier financial institutions. The CIO previously designed investment processes for Goldman Sachs Private Wealth Management, and the CEO has extensive experience in machine learning. The team includes quantitative PhDs and engineers who are adept at solving complex financial challenges.

In summary, Brooklyn offers a cutting-edge platform for financial advisors, combining crypto and equity investments with advanced tax loss harvesting and professional risk management. The company leverages its team's deep industry expertise to provide innovative solutions that enhance after-tax returns and manage risk effectively.

Keywords: fintech, crypto portfolios, equity portfolios, financial advisors, tax loss harvesting, risk management, digital wealth management, SMAs, proprietary signals, institutional custody.

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