Fundraising Fox

Ethic

New York, US · 7 known investors

ethic.com ↗

Ethic offers direct indexing and tax-smart portfolio management, providing customizable passive portfolios engineered for tax efficiency, factor exposures, and values alignment. Its platform serves financial advisors and investment teams managing ETF and mutual fund models through an automated tax-management engine.

FintechImpact & Social GoodSaaS

Founders & leadership

DSDoug Scott
Doug ScottCEO & Co-founder

Investors · 7

Fifty YearsSan Francisco · $250K – $2M
NycaNew York · $2M
Nyca PartnersNew York · $1M – $10M
Oak HC/FTStamford
Urban InnovationSan Francisco · $500K – $3.5M
Sound VenturesreportedSanta Monicavia Ashton Kutcher · inferred
UBSreportedZurich

In the news

Ethic Raises $64M in Series D Fundingfinsmes.com · Apr 2025Ethic Raises $64M, Led By State Street Global Advisorswealthmanagement.com · Apr 2025Advisor-Focused Investment Platform Ethic Raises $50 Millionwealthmanagement.com · Sep 2022Fintech Platform Ethic Raises $50 Million in Series C Funding Roundethic.com · Sep 2022Ethic Raises $29M To Amplify Social Impact Investment Strategiesforbes.com · Mar 2021Ethic Raises $6.8 Million in Funding - Business Insiderbusinessinsider.com · Oct 2018

Frequently asked questions

What does Ethic do?
Ethic offers direct indexing and tax-smart portfolio management, providing customizable passive portfolios engineered for tax efficiency, factor exposures, and values alignment. Its platform serves financial advisors and investment teams managing ETF and mutual fund models through an automated tax-management engine.
Who founded Ethic?
Ethic was founded by Doug Scott.
Who are Ethic's investors?
Ethic's investors include Fifty Years, Nyca, Nyca Partners, Oak HC/FT, Urban Innovation, Sound Ventures, UBS.
Where is Ethic headquartered?
Ethic is headquartered in New York, US.