Ethic
PrivateLast Round
Series D
Apr 3, 2025
Total Funding Raised
$162.8M
Momentum
Top 25%
of companies Caplight tracks
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 | 81% | |
| FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 79% | |
| Morgan Stanley | 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.
- Aug 21, 2026
Monthly visitors increased 30% MoM, reaching 11.1K.
- Jul 1, 2026
Serves over 350 firms according to a job posting.
Ethic Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Ethic's valuation, stock price, and market status.
Is Ethic a public or private company?
Ethic is a private company.
What is the current stock price of Ethic?
Ethic is a private company, so its shares have no public market price. Caplight tracks Ethic's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Ethic worth (valuation)?
Valuation information for Ethic is not publicly available.
Can I buy Ethic stock?
Ethic shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Ethic's last funding round?
Ethic's most recent funding round was Series D on April 3, 2025.
Who are the main investors in Ethic?
Key investors in Ethic include Oak HC/FT, ThirdStream Partners, State Street, Nyca Partners, State Street Global Advisors.
Will Ethic IPO soon?
No public IPO plans have been announced for Ethic.
How can I track Ethic secondary market activity?
Caplight tracks bids, offers, and trades in Ethic's shares on secondary markets.