Brooklyn FI
Brooklyn Fi is a fee-only, SEC-registered wealth management firm providing integrated financial planning, investment management, and tax services to 500+ tech employees, founders, and creatives with complex equity compensation, delivered fully remote across three service tiers spanning under $1M to $10M+ in investable assets.
- Company typePrivate
- Founded2018
- HeadquartersBrooklyn, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Brooklyn FI does
Brooklyn Fi (operating as BKFi) is a fee-only, SEC-registered investment advisor founded in 2018 in Brooklyn, NY by AJ Ayers and Shane Mason. The firm provides integrated financial planning, investment management, and tax preparation services to a nationwide client base of more than 500 households, with a defined niche focus on technology employees, founders, and creative professionals who hold complex equity compensation such as ISOs, NQSOs, RSUs, and ESPPs. Its core technology stack includes proprietary in-house software called Gemifi, built specifically for tax planning and scenario testing around equity compensation, supplemented by integrations with Right Capital for financial planning, Schwab for custody and trade execution, HubSpot for CRM, and QuickBooks Online for outsourced accounting workflows. The firm has operated as a 100% remote organization since 2020, distributing services through Zoom, Slack, and a client-facing financial dashboard.
Brooklyn Fi monetizes through a three-tier service blueprint — Start Up (under $1M investable assets), Core ($1M–$10M), and Private ($10M+) — combined with tiered AUM advisory fees (1.00% up to $2M, scaling down to 0.30% above $10M), recurring financial-planning retainers, fixed-fee tax preparation ($1,500–$2,900 per return), and outsourced accounting at $500–$2,000 per month for business owners generating at least $200K in net income. Its go-to-market is content-led: a 149+ episode podcast ("The Liquidity Event"), SEO-driven blog, webinars, and company-specific white papers (Spotify, CoreWeave) feed a discovery-call booking funnel that closes via virtual advisory engagements; an employer-facing sub-brand, BKFi Academy, runs financial-education workshops for HR and People teams as a B2B2C top-of-funnel channel. The firm has been recognized as a four-time Inc. 5000 honoree and has guided more than 100 clients through liquidity events.
In May 2026, Brooklyn Fi received a strategic minority investment from Accelerated Wealth Partners, which is backed by a $200 million capital commitment from JC Flowers & Co at the holding-company level. The investment is explicitly earmarked for national expansion, advisor team growth, and further development of proprietary technology, while Brooklyn Fi retains founder-led operating independence and its existing leadership team. The firm continues to operate as a private, fee-only RIA without a public listing.
Brooklyn FI firmographics
Firmographics- Name
- Brooklyn FI
- Legal name
- Brooklyn Fi, LLC
- Website
- https://brooklynfi.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Brooklyn Fi is a fee-only, SEC-registered wealth management firm providing integrated financial planning, investment management, and tax services to 500+ tech employees, founders, and creatives with complex equity compensation, delivered fully remote across three service tiers spanning under $1M to $10M+ in investable assets.
- Ownership category
- akta.pro rank
Brooklyn FI industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
- akta.pro secondary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
Keywords
Where Brooklyn FI is headquartered
LocationHeadquarters
- HQ city
- Brooklyn
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Brooklyn FI business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Financial Planning Retainer: Monthly retainer model for financial planning services, with optional add-ons for investment management and tax preparation.
- Investment Management (AUM Fee): Fee-only investment advisory services charged as a percentage of assets under management. Advisory fees tier by account value: 1.00% up to $2M, 0.75% for $2M-$5M, 0.50% for $5M-$10M, 0.30% above $10M.
- Tax Preparation Services: Tax preparation and filing services. Personal tax return preparation starts at $1,500 per year. Business tax filing for S-Corp, C-Corp, Partnership returns at $2,900/year. Tax prep included for Private tier clients.
- Outsourced Accounting: Monthly bookkeeping services priced at $500-$2,000/month depending on complexity and scope, targeting business owners with at least $200,000 in net income annually.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment Management - Up to $2M |
| Subscription | Annual | Investment Management - $2M to $5M |
| Subscription | Annual | Investment Management - $5M to $10M |
| Subscription | Annual | Investment Management - Above $10M |
| Other | Annual | Personal Tax Preparation |
| Other | Annual | Business Tax Filing |
| Subscription | Monthly | Outsourced Accounting / Bookkeeping |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Brooklyn FI product offering
Product offeringCore offering
Brooklyn FI is a fee-only, fiduciary wealth management firm providing integrated financial planning, investment management, tax preparation and planning, and equity compensation advisory services to technology employees, founders, and creative professionals with complex equity compensation (ISOs, NQSOs, RSUs, ESPPs). Services are delivered remotely nationwide through three tiers (Start Up, Core, Private) keyed to investable-asset levels, with outsourced accounting offered as an add-on for business owners.
Product overview
Brooklyn FI operates as a fee-only, fiduciary wealth management firm serving tech employees, founders, and creatives with complex equity compensation needs. The company offers an integrated service model combining financial planning, investment management, and tax preparation under one roof through three service tiers (Start Up, Core, and Private) targeting different wealth levels from under $1M to $10M+. The firm also operates specialized sub-brands including BKFi Academy for employer financial education workshops and The Liquidity Event podcast. Key specialized services include equity compensation advisory (ISOs, RSUs, NQSOs), outsourced accounting for business owners, and a free Advisor Checklist tool for lead generation. The company delivers services through a fully remote platform and publishes educational content including blog posts, white papers, and webinars.
Differentiator
Problem solved
Functional benefit
Brands
- BKFi Academy: Financial education workshops for HR and People teams covering everyday financial literacy, or stock options, RSUs, and IPO preparation.
Products and services
- Financial Planning Comprehensive financial planning services including short-term and long-term strategies tailored to individual life circumstances, covering cash flow management, retirement planning, estate planning, and insurance analysis. Delivered by dedicated CFP professionals across three service tiers (Start Up, Core, Private) keyed to client investable-asset levels.
- Investment Management Evidence-based investment management with strategic asset allocation, portfolio construction, rebalancing, and ongoing oversight, including tax-focused investing, tax-loss harvesting, and behavioral coaching during market volatility. Trade execution runs through the Schwab advisor platform. Tiered AUM-based pricing applies (1.00% up to $2M, 0.75% $2M-$5M, 0.50% $5M-$10M, 0.30% above $10M).
- Tax Preparation and Planning Full-service tax preparation and year-round tax planning, including 6-month tax forecasting, RSU and stock option tax strategy, AMT planning, and quarterly estimated tax payment guidance. Personal tax returns start at $1,500/year; business tax returns for S-Corp, C-Corp, and Partnership entities at $2,900/year; included for Private tier clients.
- Equity Compensation Advisory Specialized advisory services for tech employees and founders holding ISOs, NQSOs, RSUs, ESPPs, and other equity compensation types, covering exercise strategies, AMT planning, QSBS optimization, and liquidity event preparation. Advisors can trade on behalf of clients at optimal times and interpret or draft equity plans.
- Outsourced Accounting White-glove outsourced accounting service for business owners generating at least $200,000 in net income annually, including monthly bookkeeping, financial reporting, business tax filing, payroll consulting, and retirement plan recommendations. Priced at $500-$2,000/month depending on scope, with QuickBooks Online as a supported accounting platform.
- BKFi Academy Employer Workshops Financial education workshop platform sold to employer HR and People teams, offering interactive sessions on financial literacy, stock options, RSUs, and IPO preparation. Delivered in-person in the NYC area and via Zoom, and trusted by Fortune 500 companies, pre-IPO startups, and growing agencies. Functions as both a B2B revenue line and a top-of-funnel channel for individual client acquisition.
Quantifiable outcome
- Helped more than 100 clients through life-changing liquidity events
- +2 more outcomes
Companies that use Brooklyn FI
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles5 records
Brooklyn FI technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature1 record
Brooklyn FI partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
Brooklyn FI competitors and assessment
Company assessmentDirect peers
- Origin: Origin is a financial planning platform purpose-built for tech employees navigating equity compensation, offering equity-aware planning at lower price points than traditional RIAs — directly comparable to Brooklyn Fi's Start Up and Core tiers.
- Facet Wealth: Facet Wealth is a tech-enabled, CFP-led financial planning firm delivering virtual advice at flat fees nationwide — directly comparable to Brooklyn Fi's fully remote delivery model and integrated planning/tax/investing stack.
- Equity Methods: Equity Methods provides equity-compensation consulting, valuation, and education for companies and employees — comparable to Brooklyn Fi in domain expertise around ISOs, RSUs, ESPPs, and AMT planning.
Broad incumbents
- Morgan Stanley at Work (Shareworks): Morgan Stanley at Work consolidates E*TRADE, Shareworks, and Solium into a broad incumbent offering equity administration plus wealth management to corporate employees — overlaps with Brooklyn Fi's equity-comp specialty from a much larger platform.
- Fidelity Wealth Management: Fidelity offers broad retail wealth management plus dedicated Stock Plan Services for corporate equity compensation — a broad incumbent with overlapping customer base but a generalist rather than specialist service model.
- Empower (Personal Capital): Empower (formerly Personal Capital) is a large digital wealth manager combining tools with human advisors, serving HNW tech employees with equity comp — a broader, larger-scale version of Brooklyn Fi's model.
Emerging players
- Wealthfront: Wealthfront is an automated investing platform that has expanded into equity-comp planning tools (RSU/ISO modeling) at lower cost — a fintech challenger encroaching on Brooklyn Fi's Start Up tier from below.
- Carta: Carta is the dominant cap-table and equity-administration platform serving startups and their employees; it has expanded into financial services adjacent to Brooklyn Fi's pre-IPO and founder use cases, and competes for the same tech-employee mindshare.
Others
- Addepar: Addepar is a wealth-management technology platform serving HNW households and the RIAs that advise them — an enabling vendor and ecosystem participant rather than a direct advisor competitor to Brooklyn Fi.
- Holistiplan: Holistiplan provides tax-planning software to financial advisors — an adjacent vendor/tooling ecosystem participant comparable to Brooklyn Fi's Gemifi in functional purpose.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Brooklyn FI social profiles
Digital presenceBrooklyn FI compliance and trust
Trust signalCompliance1 record
Brooklyn FI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brooklyn FI leadership team
Management profileNumber of profiles
Profiles3 records
Brooklyn FI funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brooklyn FI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Brooklyn FI
What does Brooklyn FI do?
Brooklyn FI is a fee-only, fiduciary wealth management firm providing integrated financial planning, investment management, tax preparation and planning, and equity compensation advisory services to technology employees, founders, and creative professionals with complex equity compensation (ISOs, NQSOs, RSUs, ESPPs). Services are delivered remotely nationwide through three tiers (Start Up, Core, Private) keyed to investable-asset levels, with outsourced accounting offered as an add-on for business owners.
Is Brooklyn FI a public or private company?
Brooklyn FI is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Brooklyn FI founded?
Brooklyn FI was founded in 2018. It employs 1 to 10 people.
Where is Brooklyn FI based?
Brooklyn FI is headquartered in Brooklyn, United States, in the North America region.
How does Brooklyn FI make money?
Four revenue lines are on record. Financial Planning Retainer is the primary driver. The others are investment Management (AUM Fee), tax Preparation Services and outsourced Accounting.
Who are Brooklyn FI's main competitors?
Direct peers on record are Origin, Facet Wealth and Equity Methods. Broad incumbents are Morgan Stanley at Work (Shareworks), Fidelity Wealth Management and Empower (Personal Capital). Emerging players are Wealthfront and Carta. Others are Addepar and Holistiplan.
Does Brooklyn FI have an API?
No public API is recorded for Brooklyn FI.
What industry is Brooklyn FI in?
Brooklyn FI's product category is Wealth Management. Its primary akta.pro industry code is FSAEAKAI, Fiduciary Investment Management (Trust Portfolios), with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940 and its SIC code is 6159.