Delivering personalized, values-aligned, and tax-smart investing at scale is a complex challenge for financial advisors and institutions, one that Ethic aims to simplify. The company has now secured $150.0M in Series d funding to further its mission.
Its platform offers a suite of tools designed to automate operational workflows, uncover client values, and deliver engaging reporting, ultimately creating more impactful client interactions and streamlining the creation of tailored portfolios.















