About Stonebrook Capital Management
Stonebrook Capital Management is a company based in Oak Park (United States) founded in 2001. It operates as a B2C and B2B. Stonebrook Capital Management offers products and services including Financial Planning, Investment Management, and Tax Minimization. Stonebrook Capital Management operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
- Headquarter Oak Park, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website stonebrookcapital.com
- Social Facebook
- Legal Name Stonebrook Capital Management, Inc.
Products & Services of Stonebrook Capital Management
Stonebrook Capital Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Tax Minimization.
Assists in defining goals and risk tolerances for financial success.
Builds custom portfolios to grow and protect client wealth.
Strategizes to reduce lifetime tax burden effectively.
Competitors of Stonebrook Capital Management
Stonebrook Capital Management 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| 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. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Stonebrook Capital Management
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Latest news on Stonebrook Capital Management
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Similar companies to Stonebrook Capital Management
10 companies that operate in the same segment as Stonebrook Capital Management (Investment & Wealth Tech), 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 | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Stonebrook Capital Management
Stonebrook Capital Management was founded in 2001.
Stonebrook Capital Management is headquartered in Oak Park, United States. It is registered at Oak Park, Illinois, United States.
Stonebrook Capital Management is an independent registered investment advisor based in Illinois, providing services like financial planning, investment management, and tax strategies. They use risk-managed approaches to maximize growth, minimize taxes, and protect assets during market downturns. Serving individuals, families, and foundations, they focus on retirement goals, leveraging tools for risk assessment and personalized portfolios to ensure long-term financial success.
Stonebrook Capital Management's top competitors include Fidelity Investments, Investec and AlphaSense.
Stonebrook Capital Management offers Financial Planning, Investment Management, and Tax Minimization.
Stonebrook Capital Management operates through Stonebrook Capital Management, Inc..