A note on our exciting update
A Note on Our Exciting Update
We’re very excited to announce today our $64 million Series D funding round, led by a new strategic partner, State Street, who now joins our group of existing backers from prior funding rounds including Oak HC/FT, Nyca Partners, UBS, Jordan Park, and Fidelity.
Since the early days, we’ve partnered with financial intermediaries to help their clients more closely align their investments with what matters to them. We achieve this by powering personalized, values-aligned, and tax-smart investing. This approach is designed to both facilitate a stronger connection between intermediaries and their clients, and support greater intentionality in investing. At scale, we believe this combination is what drives positive outcomes for financial intermediaries, their clients, and the world.
In the last 4 years, with the support of our partners, we’ve grown our assets by more than 10X, now working with over 250 advisory and institutional firms to manage in excess of $6 billion. Over this period, we’re very proud to have achieved major technology advances across our investment capabilities, our client experience, and our advisor experience.
In the quarters and years ahead, we have a lot to be excited about. Our new partnership with State Street, one of the world’s largest financial services companies, offers us the opportunity for even greater scale, reach and impact. The new funding round helps us further enhance our investment capabilities and technology to continue to deeply serve the needs of our advisor and institutional partners. We’re also actively growing our world-class team, with many new roles currently open.
Today is another exciting milestone for the Ethic team. We’re looking forward to continuing to grow together with forward-thinking financial intermediaries and helping investors build towards the future that they want to see.
Onwards,
Doug
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.
Metrics as of 3/25/2025.