Ethic
Builders in Fintech has recorded 2 equity rounds for Ethic, most recently a series a round of $13M on 22 July 2019.
Added ·
- $19.8M
- Series A · $13M · 22 July 2019 · led by Nyca Partners
Timeline
Series A · $13M · Nyca Partners (lead)
Unspecified · $6.8M
All funding rounds in the database
Product
Customized tax-smart and values-aligned portfolios for advisors
Wealth and investing
Markets: United States
Ethic is a US asset manager and technology platform for financial advisors and institutions. It builds customised portfolios through direct indexing, model portfolio management and unified managed accounts, with automated tax management, control over factor exposures and alignment with clients' values. Ethic reports more than $10 billion in assets and 350 partner firms.
Description from the company website · Source
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