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
B2B2C
Customer Profile
Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ethic Comparables
Compare Ethic with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vise | 79% | |
| BlackRock | 78% | |
| J.P. Morgan | 78% | |
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 |
| Cantos Ventures | Series A |
| Fidelity Management & Research Company | Series D |
| Fidelity Investments | Series B, Series A, Series D |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 3, 2025
$64M round raised
- Sep 14, 2022
$50M round led by Jordan Park Group.
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.