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Oak HC/FT

Locations

New York, NY, USA

industry

Finance · Lending and Investments · Sustainability

Size

51-200 employees

Stage

Series C+

founded in

2015

Ethic is a developer of a data-driven technology platform designed to offer simplified financial planning services and portfolios. Their platform leverages investment consulting technology that creates sustainable portfolios that are optimized to reduce tracking error for the underlying passive index against well-established benchmarks, enabling family offices, health advisers, and endowment foundations to provide customized sustainability insights and optimized passive portfolio construction for their clients.

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