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Ethic Raises $50 Million in Series C Funding Round

The ESG-focused direct indexing and personalized investing provider remains one of the last independent firms in its space.

Doug scottPrince harryFidelity investmentsInnovation fundJordan park groupJavelin strategy researchFidelity separate account networkJavelin strategyJordan parkNyca partnersSound venturesUrban innovation fundFidelity separate accountDynasty financial partners

Ethic Raises $50 Million In Series C Funding Round

The ESG-focused direct indexing and personalized investing provider remains one of the last independent firms in its space.

Doug scottPrince harryFidelity investmentsInnovation fundJordan park groupJavelin strategy researchFidelity separate account networkJavelin strategyJordan parkNyca partnersSound venturesUrban innovation fundFidelity separate accountDynasty financial partners

ESG and direct indexing bolstering each other and the RIAs that took PPP

ESG and direct indexing bolstering each other and the RIAs that took PPP
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Jeff benjaminTom osheaBruce kellyFidelity global asset allocation divisionCerulli associatesFidelity separate account networkTomo sheaGlobal asset allocation divisionFidelity personalized portfoliosUnified managed accountBreckenridge municipal portfolioSeparate account networkManaged account resources