About Brown and Company
Brown and Company is a company based in Denver (United States) founded in 1983 was acquired by Modern Wealth Management in April 2026. It operates as a B2B, and B2C. Brown and Company offers products and services including Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Recession Prep Scorecard. Brown and Company operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Denver, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Brown & Tedstrom Retirement Planning, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Modern Wealth Management
(Apr 22, 2026)
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Products & Services of Brown and Company
Brown and Company offers a comprehensive portfolio of products and services, including Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Recession Prep Scorecard. 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.
Service to strategize and secure retirement finances for individuals.
Advisory for portfolio management and investment decisions.
Assistance in optimizing taxes for personal and business finances.
Guidance on asset distribution and legacy planning.
Tool to evaluate portfolio resilience during economic downturns.
Funding Insights of Brown and Company
| 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 |
Investors in Brown and Company
Brown and Company has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients by the firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Brown and Company
| 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 - Brown and Company
| 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 |
Brown And Company Comparisons
Competitors of Brown and Company
Brown and Company 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, Investec, Morgan Stanley, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
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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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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Frequently Asked Questions about Brown and Company
When was Brown and Company founded?
Brown and Company was founded in 1983.
Where is Brown and Company located?
Brown and Company is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
What does Brown and Company do?
Brown and Company is a private wealth management firm based in Denver, specializing in services like retirement planning, investment planning, tax planning, and estate planning. They assist high-net-worth individuals, business owners, and executives through proprietary tools such as the Recession Prep Scorecard to manage portfolios and mitigate risks. The firm focuses on customized strategies to ensure financial clarity and sustainability amid market changes.
Who are the top competitors of Brown and Company?
Brown and Company's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Brown and Company offer?
Brown and Company offers Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Recession Prep Scorecard.
Who are Brown and Company's investors?
Brown and Company has 1 investor. Key investors include Modern Wealth Management.