Tech Company Financing Transactions
Ethic Funding Round
On 4/7/2025, Ethic raised $64 million in Series D investment from State Street Global Advisors, Fidelity Ventures and Jordan Park .
Transaction Overview
Company Name
Announced On
4/7/2025
Transaction Type
Venture Equity
Amount
$64,000,000
Round
Series D
Investors
Proceeds Purpose
The company intends to use the funds to further enhance its investment capabilities and technology to continue to serve the needs of our advisor and institutional partners.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
Undisclosed
New York, NY Undisclosed
USA
New York, NY Undisclosed
USA
Phone
Undisclosed
Website
Email Address
Not Recorded
Overview
Ethic combines direct indexing SMAs, UMAs, model portfolios, and active tax management with intuitive tools to help advisors deliver portfolios that reflect what matters most to clients. We are a diverse team that combines extensive institutional investing, technology, data, and design expertise.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Doug Scott
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Where The Data Comes From
Our team works diligently to record every notable VC transaction. VC investment data records reported here are sourced from publicly available VC deal announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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