companies / ethic-com
Generated UTC · publication cutoff 2026-11-09
Insufficient cited evidence for a two-sentence summary.
verified=2026-05-20 json
| total_raised | 160,000,000160.0M | ○ |
|---|---|---|
| founded | 2015 | |
| hq | New York, US | |
| industry | unknown | |
| stage | series-b+ |
Ethic is an SEC-registered adviser offering values-aligned, tax-efficient personalized portfolios via direct indexing, SMAs, and model portfolios. It serves RIAs, family offices, and institutions, managing over 8 billion dollars across 300-plus firms. Its edge is sustainability research plus active tax management and impact reporting.
No cited completed company acquisition recorded.
Dated disclosures. Customer relationships and classifications are historical; ARR is separate from revenue.
No cited disclosure recorded: named customer, disclosed revenue, ARR, count, B2B / B2C, sector, go-to-market.
No cited valuation with an explicit basis is recorded.
Historical post-money / actual annual or stated TTM revenue. Same currency; economic valuation date within 90 days of revenue period end, inclusive. No FX, ARR, annualized revenue, estimates or projections. Conflicts and ambiguous ties are withheld.
No qualifying pair recorded.
| date | type | amount | lead | src |
|---|---|---|---|---|
| 2025-04-01 | series-d+ | 64,000,00064.0M | null | ○ |
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| fact | status | src |
|---|---|---|
| Series D+, $64.0M | attributed | ○ |
| existence | self-reported | WEB |
| description | self-reported | WEB |