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Ethic Secures $150.0M

Recently funded · $150.0M Series dFinancial ServicesUSView source

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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.

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