About Brook Capital
Brook Capital is a Financial Services company based in Brookfield (United States) founded in 2004. Independent firm providing personalized financial advice for individuals and businesses. It operates on a B2C and B2B model. Brook Capital offers products and services including Investment Portfolios and IRA Rollover. Its focus areas include FinTech, Investment Tech, Wealth Advisory and Personalized Financial Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Brookfield, United States
- SectorsFinancial Services
- Email••••••••
- Website brookcapital.com
- Legal Name Brook Capital
Products & Services of Brook Capital
Brook Capital offers a comprehensive portfolio of products and services, including Investment Portfolios and IRA Rollover.
Services for managing and advising on investment portfolios.
Guidance on rolling over individual retirement accounts.
People of Brook Capital
1 people are tracked at Brook Capital (1 in leadership).
| Name | Role | Group |
|---|---|---|
Ramu Ramiah | Owner | Leadership |
Complete people profiles for Brook Capital
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Competitors of Brook Capital
Brook Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Brook Capital
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Brook Capital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Brook Capital
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Frequently Asked Questions about Brook Capital
Brook Capital was founded in 2004.
Brook Capital is headquartered in Brookfield, United States. It is registered at Brookfield, Wisconsin, United States.
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.
Brook Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Brook Capital offers Investment Portfolios and IRA Rollover.
Brook Capital operates through Brook Capital.