Brooklyn Fi, LLC
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Brooklyn Fi, LLC - overview
Established
2018
Location
New York, NY, US
Primary Industry
Financial Services
About
Brooklyn Fi, LLC, based in New York, provides comprehensive financial advisory services, focusing on investment management and financial planning for high-net-worth individuals and professionals navigating complex financial landscapes. Co-Founded by Ally Jane (AJ) Ayers (CEO) and Shane Mason in 2018 and headquartered in New York, US, Brooklyn Fi, LLC specializes in financial advisory services. The firm has engaged in one significant deal. In April 2026, Accelerated Wealth Partners, a portfolio company of JC Flowers, acquired a minority stake in Brooklyn Fi, LLC.
Financial terms of the transaction were not disclosed. Brooklyn Fi, LLC (BKFi) specializes in providing comprehensive financial advisory services, focusing on investment management, financial planning, tax preparation, and equity compensation. Their core offerings include tailored financial strategies that address specific client needs, particularly for established professionals and high-net-worth individuals. BKFi serves a diverse clientele, including early-career professionals and families with multi-generational wealth, requiring strategic guidance in wealth management and tax optimization.
The firm emphasizes personalized service and maintains a commitment to transparency, allowing clients to access pricing details directly on their website. BKFi generates revenue through fee-based financial advisory services, including subscription models for ongoing financial planning and investment management. Client engagements typically involve customized financial plans, with costs structured around service complexity. Revenue is derived from a mix of retainer and performance-based fees aligned with client financial goals, enhancing trust and fostering long-term relationships.
In May 2026, Accelerated Wealth Partners, a portfolio company of JC Flowers, invested in Brooklyn Fi, LLC. The financial terms of the transaction were not disclosed. This investment enables Brooklyn Fi, LLC to access capital and support for growth initiatives and acquisitions while maintaining its leadership and brand identity. Specific details regarding upcoming products or market expansions have not been released.
Current Investors
Accelerated Wealth Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance, Accounting Services
Website
www.brooklynfi.com/
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Brooklyn Fi, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth | Completed | Brooklyn Fi, LLC | - |
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