Etico Raises $10M to Expand Financial Advisor Growth Platform

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.

Supporting the Next Phase of the Financial Advisor Growth Platform

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.

With this investment, Etico will expand:

• 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

“This capital allows us to double down on what matters most—supporting remote, independent advisors who want to scale their businesses and deepen client relationships without being weighed down by operational burdens or the shifting agendas of aggregators,” said Joe Leo, Chief Executive Officer of Etico. “Our bespoke wealth management platform empowers legacy advisors to grow with confidence and transition their practices to the next generation of professionals.”

A Strategic Investment Backed by Long-Term Vision

Zach Powell, General Partner at Eos Ventures, will join the Etico board of directors. 

“From the moment we met the Etico team, we were impressed with their deep domain expertise, go-to-market approach, and commitment to providing unparalleled service to independent advisors. Etico offers a modern platform for the leading independent advisor to attract, grow, and transition their practices,” he said.

Eos is the first institutional investor in Etico, underscoring the strength of the firm’s advisor-first model and the long-term opportunity to scale its impact.

A Platform Built for Independent Financial Advisors Who Want to Grow on Their Terms

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.