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Insights

Strategic partnership opportunity Brown and Company recently announced a strategic acquisition by Modern Wealth Management, signaling an openness to platform partnerships and potential integration opportunities for enhanced technology, onboarding capabilities, and expanded client reach.

Colorado expansion cue The acquisition establishes a presence in Colorado, indicating a potential sales focus area for wealth management solutions, local compliance support, and region-specific client acquisition strategies.

High net worth focus With a client base of high-net-worth individuals and business owners and an annual revenue in the mid-range, the firm represents a target for premium advisor tools, tax optimization software, and succession planning services.

Integrated service offering Brown and Company emphasizes comprehensive wealth management including tax efficiency, retirement and estate planning, philanthropy guidance, and business exit strategies, suggesting opportunities for cross-sell of advanced planning platforms and digital client engagement tools.

Technology footprint Current tech stack includes LinkedIn Ads, iCIMS, WordPress, Salesforce, Mimecast, Pardot, WP Engine, and Piwik PRO Core, indicating readiness for largely modern CRM, marketing automation, and analytics solutions that can further enhance client acquisition and experience.

Similar companies to Brown and Company, Inc.

Brown and Company, Inc. Tech Stack

Brown and Company, Inc. uses 8 technology products and services including LinkedIn Ads, iCIMS, WordPress, and more. Explore Brown and Company, Inc.'s tech stack below.

Brown and Company, Inc.'s Email Address Formats

Brown and Company, Inc. uses at least 2 email formats:
Brown and Company, Inc. Email FormatsExamplePercentage
FLast@brownandco.comJDoe@brownandco.com
93%
First@brownandco.comJohn@brownandco.com
7%

Frequently Asked Questions

What is Brown and Company, Inc.'s official website and social media links?

Minus sign iconPlus sign iconBrown and Company, Inc.'s official website is brownandco.com and has social profiles on LinkedIn.

How much revenue does Brown and Company, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Brown and Company, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Brown and Company, Inc.'s NAICS code?

Minus sign iconPlus sign iconBrown and Company, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Brown and Company, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, Brown and Company, Inc. has approximately 31 employees across 2 continents, including North America and Asia. Key team members include President: A. S., Managing Partner: M. R. B. and Director Of Operations And Compliance: S. B. Explore Brown and Company, Inc.'s employee directory with LeadIQ.

What industry does Brown and Company, Inc. belong to?

Minus sign iconPlus sign iconBrown and Company, Inc. operates in the Financial Services industry.

What technology does Brown and Company, Inc. use?

Minus sign iconPlus sign iconBrown and Company, Inc.'s tech stack includes LinkedIn Ads, iCIMS, WordPress, Salesforce, Mimecast, Pardot, WP Engine and Piwik PRO Core.

What is Brown and Company, Inc.'s email format?

Minus sign iconPlus sign iconBrown and Company, Inc.'s email format typically follows the pattern of FLast@brownandco.com. Find more Brown and Company, Inc. email formats with LeadIQ.

When was Brown and Company, Inc. founded?

Minus sign iconPlus sign iconBrown and Company, Inc. was founded in 1983.
Brown and Company, Inc. logo

Brown and Company, Inc.

Financial ServicesColorado, United States11-50 Employees

Brown and Company, Inc. operates in the financial services sector, offering comprehensive wealth management for high-net-worth individuals, families, and business owners. The firm emphasizes a holistic approach that includes investment management aligned with client goals and risk tolerance, tax-efficient strategies, retirement and estate planning, philanthropy guidance, and business exit planning to facilitate transitions for business owners. Its focus is on providing clarity and confidence about both current financial positions and future pathways, supported by straightforward communication and easily understood financial tools.
Based in Denver, Colorado, the company positions itself as a partner that coordinates multiple aspects of wealth planning to preserve and grow clients’ wealth. The organization works within the securities and advisory services framework offered through LPL Financial, and has engaged in notable recent activity including a strategic partnership with Modern Wealth Management, with reports indicating a transition of the Brown and Company team onto Modern Wealth's platform.

Section iconCompany Overview

Website
brownandco.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    Brown and Company, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • President at Brown and Company, Inc.
    A. S.
    President
    Mobile Phone
  • Managing Partner at Brown and Company, Inc.
    M. R. B.
    Managing Partner
    Mobile Phone
  • Director Of Operations And Compliance at Brown and Company, Inc.
    S. B.
    Director Of Operations And Compliance
    Mobile Phone
  • Shareholder | Director Of Client Service at Brown and Company, Inc.
    J. C.
    Shareholder | Director Of Client Service
    Mobile Phone
  • Senior Client Relationship Manager & Divorce Planning Coordinator at Brown and Company, Inc.
    D. B.
    Senior Client Relationship Manager & Divorce Planning Coordinator
    Mobile Phone

Employee Directory

  • Certified Financial Planner™ at Brown and Company, Inc.
    Z. S.
    Certified Financial Planner™
    Mobile Phone
  • Executive Assistant To Mark R. Brown, Cfp® at Brown and Company, Inc.
    A. S.
    Executive Assistant To Mark R. Brown, Cfp®
    Mobile Phone
  • Office Associate at Brown and Company, Inc.
    E. T.
    Office Associate
    Mobile Phone
  • Executive Assistant at Brown and Company, Inc.
    V. C.
    Executive Assistant
    Mobile Phone

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