COMPANY PROFILE / #530
Ethic
Developer of a data-driven technology platform designed to offer simplified financial planning services and portfolios. The company's platform leverages investment consulting technology that creates sustainable portfolios that are optimized to reduce tracking error to 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.Privately Held (backing)
已融资141
最新估值—
员工数—
成立年份SMArtX Advisory Solutions, FinFolio, Addepar, BNY Archer
公司概况
- Companies
- Ethic
- Description
- —
- Website
- New York, NY
- HQ Location
- Developer of a data-driven technology platform designed to offer simplified financial planning services and portfolios. The company's platform leverages investment consulting technology that creates sustainable portfolios that are optimized to reduce tracking error to 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.
- Year Founded
- SMArtX Advisory Solutions, FinFolio, Addepar, BNY Archer
- Keywords
- 2026: 141, 2025: 127, 2024: 116, 2023: 50, 2022: 66, 2021: 60, 2020: 40 E, 2019: 20
- Competitors
- 0.46
- Ownership Status
- —
- Company Financing Status
- Privately Held (backing)
融资与估值
- Total Raised
- 141
- First Financing Date
- —
- First Financing Size
- 5
- First Financing Valuation
- dscott@weareethic.com
- Last Financing Date
- -0.64%
- Last Financing Deal Type
- 03-Apr-2025
- Last Financing Size
- Later Stage VC
- Last Financing Valuation
- —
- Last Financing Status
- 700.00
- Last Known Valuation
- —
- Last Known Valuation Date
- Later Stage VC
- Last Known Valuation Deal Type
- —
- Valuation Estimate
- 03-Apr-2025
- Valuation Estimate Growth Rate
- financial planning platform, impact investing, investment consulting platform, passive investing, sustainable investing, sustainable investment services
- Active Investors
- Venture Capital-Backed
- # Active Investors
- 23%
- Acquirers
- 500 Global, 77 Ventures, 9Yards Capital Management, Access Ventures, Adam Milgrom, Ashby Monk, Big Sky Partners, Blackbird Ventures (US), Blackhorn Ventures, Cantos Ventures, Cordes Foundation, Farvatn Venture, Fidelity, Fifty Years, Generation Investment Management, Jake Gibson, Jordan Park Group, Justin Rockefeller, Kapor Capital, Kima Ventures, Mitchell Kapor, Nicholas Crocker, Nyca Partners, Oak HC/FT, One World, Sagana, Sound Ventures, State Street Investment Management, ThirdStream Partners, UBS Group, Urban Innovation Fund
团队与联系人
- Employees
- —
- Employee Growth %
- 2016
- Employee History
- —
- Primary Contact
- 163.19
- Primary Contact Title
- +1 (646) 687-6744
- Primary Contact Email
- Douglas Scott
- Primary Contact Phone
- —
增长与经营
- Revenue
- —
- Revenue Growth %
- 50.52%
- Growth Rate
- —
- Growth Rate % Change
- —
- Growth Rate Percentile
- 227
- Size Multiple
- —
- Size Multiple % Change
- 700.00
- Size Multiple Change
- 0.00%
- Size Multiple Percentile
- 0.00x
- Majestic Referring Domains
- 8.73x
- SimilarWeb Unique Visitors
- —
- SimilarWeb Unique Visitors Change
- 13-May-2016
- SimilarWeb Growth Rate
- —
- SimilarWeb Growth Rate Percentile
- 3,595
- Success Probability Over Time – 1 Year
- 59%
- Success Probability Over Time – 3 Year
- 69%
- Success Probability Over Time – 5 Year
- Co-Founder & Chief Executive Officer
记录来源：public.companies · 原始序号 #530 · 所有字段均按数据库原值展示。