What is Ethic?
Headquartered in New York City, Ethic operates at the intersection of wealth management and sustainable finance. The company provides a sophisticated platform that empowers financial advisors and institutional clients to build highly personalized, values-driven investment portfolios. By integrating deep sustainability research with advanced tax-optimization algorithms, Ethic addresses the growing demand for transparency and personalization in asset management. Its market position is defined by its ability to bridge the gap between traditional financial performance and the specific ethical mandates of modern investors, effectively digitizing the bespoke wealth management experience.
How much funding has Ethic raised?
Ethic has raised a total of $92M across 3 funding rounds:
Series A
$13M
Series B
$29M
Series B
$50M
Series A (2019): $13M, investors not publicly disclosed
Series B (2021): $29M led by ThirdStream Partners LLC, Oak HC/FT, Sound Ventures, Nyca Partners, Fidelity Investments Inc., Urban Innovation Fund, and Kapor Capital
Series B (2022): $50M supported by Oak HC/FT, UBS, Nyca Partners, Jordan Park, and Sound Ventures
Key Investors in Ethic
Oak HC/FT
A premier venture growth-equity fund specializing in Healthcare Information and Financial Services Technology, providing strategic counsel and board-level expertise to transformative companies.
Nyca Partners
A specialized fintech venture capital firm that focuses on seed to Series B investments, offering deep industry expertise across payments, infrastructure, and embedded finance.
Sound Ventures
A venture capital firm that invests early in innovative companies, providing hands-on support to visionary founders as they scale their businesses.
What's next for Ethic?
With the support of its latest funding, Ethic is well-positioned to accelerate its product roadmap and expand its footprint within the institutional wealth management space. The company is expected to focus on deepening its data analytics capabilities and enhancing the scalability of its platform to meet the needs of larger, more complex financial organizations. As the industry shifts toward more personalized and impact-oriented investment strategies, Ethic's focus on tax-efficient, values-aligned portfolios will likely remain a key differentiator. The firm's strategic trajectory suggests a continued emphasis on technological innovation and the cultivation of partnerships with global financial institutions to solidify its role as a foundational element of the modern investment stack.
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