About Brook Capital
Brook Capital is a company based in Brookfield (United States) founded in 2004. It operates as a B2C, and B2B. Brook Capital offers products and services including Investment Portfolios and IRA Rollover. Brook Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Brookfield, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name Brook Capital
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Products & Services of Brook Capital
Brook Capital offers a comprehensive portfolio of products and services, including Investment Portfolios and IRA Rollover. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Services for managing and advising on investment portfolios.
Guidance on rolling over individual retirement accounts.
Funding Insights of Brook Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Brook Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Brook Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Brook Capital Comparisons
Competitors of Brook Capital
Brook Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Brook Capital
Frequently Asked Questions about Brook Capital
When was Brook Capital founded?
Brook Capital was founded in 2004.
Where is Brook Capital located?
Brook Capital is headquartered in Brookfield, United States. It is registered at Brookfield, Wisconsin, United States.
What does Brook Capital do?
Brook Capital is an independent wealth advisory firm with over 21 years of experience, offering personalized financial advice and planning without ties to proprietary products. They focus on long-term stewardship, helping clients with investment portfolios, IRA rollovers, and services for individuals, businesses, federal employees, and divorce situations. Based in Brookfield, Wisconsin, USA, they prioritize unbiased advice to align with clients goals and financial security.
Who are the top competitors of Brook Capital?
Brook Capital's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Brook Capital offer?
Brook Capital offers Investment Portfolios and IRA Rollover.