Key facts
- It has raised $10.0M; the latest was Later Stage VC ($10.0M) in Apr 2025.
- Notable investors include Eos Venture Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Etico Private Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Etico Private Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Etico Private Wealth
Operator of a wealth management and investment advisory platform intended to support financial advisors and individual investors. The company offers financial planning, investment management, estate planning, insurance, and retirement plan services, enabling clients to manage their financial goals through integrated technology and back-office support.
- Sector
- Financial Services
- HQ
- Saratoga Springs, NY, United States
- Founded
- 2010
- Employees
- 23
- Website
- eticofinancial.com/
- Ownership
- Privately Held (backing)
Etico Private Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Etico Private Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Etico Private Wealth in its N-PORT filings yet. We sweep new filings monthly.