Locations

San Francisco, CA, USA · New York, NY, USA · Union Square, New York, NY, USA

industry

Finance

Size

51 - 200 employees

Stage

Series C+

founded in

2015

Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions.

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