Ethic
PrivateLast Round
Series D
Apr 3, 2025
Total Funding Raised
$162.8M
Company Overview
Ethic is a financial technology company that provides a data-driven platform for simplified financial planning and sustainable portfolio construction.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, ESG Analytics
Business Model
B2B
Customer Profile
Payment Processing Fee, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ethic Comps
Public and private peers based on sector, stage, and business model.
Ethic Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Apr 3, 2025 | ||||
| Series C | Sep 14, 2022 | ||||
| Series B | Mar 30, 2021 | ||||
| Series A | Jul 18, 2019 | ||||
| Seed | Oct 23, 2018 |
Ethic Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| UBS Group AG | Series D, Series C |
| Credit Suisse Asset Management | Series C |
| Oak HC/FT | Series D, Series C, Series B |
| NYCA Partners | Series C |
| Fidelity Management & Research Company | Series D |
| Fidelity Investments | Series D |
| Obvious Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 3, 2025
$64M round raised
Ethic Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Ethic's valuation, stock price, and market status.
