Content
04/04/2025
New York, NY USA
Ethic
completed $64 million Series D Round funding. Investors include
State Street (lead), Oak HC/FT, Nyca Partners, UBS, Fidelity Management, Jordan Park.
About
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions.
Startup
Sector:
Fintech
Software
B2B
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Stock market data, news and community, all integrated.
Features include real time stock quotes, interactive charts, technical signals, institutional & insider ownerships, stock screener, ETF rankings, SEC filings, press releases, videos, earnings calendar, social media posts, group chats.
