Total Funding
91
75
Total FundingSeries A raised
Growth Score
0 pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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37961
Etico provides wealth management and advisory solutions to U.S. investors and investment advisors.
- Past Role: Deployed Services, Vice President of Finance
- Joseph Leo: Chief Executive OfficerPast Role: Colgate University, Assistant Director of Residential Life
About the Company
Etico Financial is a multi-faceted financial solutions firm that offers comprehensive wealth management services to U.S. investors. The company provides advisory solutions to investment advisors, helping them navigate the complexities of the financial market. Etico Financial also offers digital financial planning tools, utilizing guided
questionnaires to tailor their services to the unique needs of each client. The company's leadership team is noted for its expertise and forward-thinking approach to financial advisory solutions.
