About Brown and Company
Brown and Company is a Financial Services company based in Denver (United States) founded in 1983, and was acquired by Modern Wealth Management in April 2026. It provides financial planning and investment advice to executives and business owners. It operates on a B2B and B2C model. Its website brownandco.com draws about 681 thousand monthly visits. Brown and Company offers products and services including Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Recession Prep Scorecard. Its focus areas include Finance, Wealth Management, Tax and Estate Planning and Business Exit Strategies. Its legal entity is BROWN & TEDSTROM RETIREMENT PLANNING, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Denver, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website brownandco.com
- Social LinkedIn X Facebook YouTube
- Acquired by Modern Wealth Management (Apr 2026)
- Legal Name Brown & Tedstrom Retirement Planning, Inc.
- Investors
- Acquired byModern Wealth Management
(Apr 2026)
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.
Apps and channels of Brown and Company
its YouTube channel Brown and Company Private Wealth Management has 11 subscribers and 22 videos.
Videos from Brown and Company
The most watched videos on Brown and Company's YouTube channel, Brown and Company Private Wealth Management (11 subscribers). Click a video to play it here.
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 |
|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | 2023 | modwm.com | Lenexa, United States |
Investor details for Brown and Company
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Timeline of Brown and Company
2 dated milestones of Brown and Company across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Brown and Company is founded.
- Exit Acquired by Modern Wealth Management.
Competitors of Brown and Company
Brown and Company 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 Brown and Company
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Brown and Company
The website of Brown and Company (brownandco.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Brown and Company. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Brown and Company
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Private Equity Funds
3 companies that operate in the same segment as Brown and Company (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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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, Northwestern Mutual and Morgan Stanley.
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.
Brown and Company operates through Brown & Tedstrom Retirement Planning, Inc..
Yes. Brown and Company was acquired by Modern Wealth Management in April 2026.
The website of Brown and Company receives about 681 thousand visits a month.