Ethic
ethic.comLocations
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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