Etico has secured a $10 million investment from Eos Ventures, a global venture capital firm focused on modernizing financial services. The funding will accelerate Etico's growth strategy and further strengthen the infrastructure, transition support, and technology platform that powers independent advisor success. Etico's financial advisor growth platform was built to help independent professionals scale without losing control of their client experience.
Independent financial advisors continue to drive the most significant growth in the wealth management space. However, few platforms are purpose-built to help these advisors scale efficiently while preserving the autonomy and flexibility they've worked hard to build.
Etico fills that gap.
Advisor-focused technology to streamline operations and improve client engagement
Marketing and growth infrastructure to support scalable, independent practice models
Transition and succession planning services designed for continuity and client retention
Back-office operational support that eliminates administrative bottlenecks and compliance drag
Zach Powell, General Partner at Eos Ventures, will join the Etico board of directors.
The Etico platform is designed for advisors seeking to expand their practices without sacrificing control, client relationships, or cultural alignment. With a flexible technology stack, dedicated operational support, and customizable growth paths, Etico delivers what advisors need to operate efficiently-and grow sustainably.
This investment marks a new chapter in Etico's commitment to helping independent advisors achieve long-term success, plan for succession, and deliver an exceptional client experience.