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
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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.
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
Investors in Brown and Company
Brown and Company has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
| 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 |
Investments & Acquisitions by Brown and Company
Financial Statements - Brown and Company
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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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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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Mutual life insurance and asset management services are provided.
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Latest news on Brown And Company
Frequently Asked Questions about Brown and Company
Brown and Company was founded in 1983.
Brown and Company is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
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.
Brown and Company's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Brown and Company offers Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Recession Prep Scorecard.
Brown and Company has 1 investor. Key investors include Modern Wealth Management.