Brooklyn FI
Overview
Brooklyn FI is a full-service financial planning, tax, and investment firm specializing in comprehensive wealth management services. They offer personalized financial planning, investment management, and tax preparation tailored to individual client needs. Their approach emphasizes a holistic strategy that integrates various financial elements to achieve clients' financial goals. The firm's investment philosophy centers on strategic asset allocation, advocating for globally diversified portfolios that reflect the efficiency of markets. They focus on building portfolios comprising thousands of companies across developed and developing markets, utilizing a mix of stocks and bonds. This strategy aims to align with clients' risk tolerance and financial objectives. Brooklyn FI's services are designed to cater to a diverse clientele, including tech professionals, creatives, and families. They provide specialized services such as equity compensation planning, estate and legacy planning, retirement planning, and outsourced accounting. Their commitment to transparency and personalized service has established them as a trusted partner in the financial advisory space.
Investment Focus
- Minimum investable assets: $1,000,000
- Preferred client profile: Tech professionals, creatives, and families seeking comprehensive financial planning and investment management services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Brooklyn FI
What sectors does Brooklyn FI invest in?
Brooklyn FI invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Brooklyn, United States. Brooklyn FI is listed as a private investment firm in the ConnectSafely investor database.
What stage does Brooklyn FI invest at?
Brooklyn FI backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 100M.
Which regions does Brooklyn FI invest in?
Brooklyn FI invests across United States.
Who are the partners at Brooklyn FI?
Team members listed for Brooklyn FI include John Owens (Managing Partner) and Daniel Beyer (Director of Tax and Accounting).
What companies has Brooklyn FI invested in?
Brooklyn FI's portfolio includes Airbnb, Uber, Spotify, Square, Dropbox, Lyft, Slack and Snap.
How do I contact Brooklyn FI?
Brooklyn FI's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
