Etico Press Releases

• Published on September 9, 2025 - 11:45 GMT

  

  Etico Unveils New Saratoga Springs Headquarters to Power National Growth

  Firm opens a state-of-the-art hub for advisor support and operational excellence following $10 million investment from Eos Ventures SARATOGA SPRINGS, NY, UNITED STATES, September 9, 2025 /⁨EINPresswire.com⁩/ -- Etico, a leading independent wealth advisory …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on August 19, 2025 - 13:00 GMT

  

  Etico VIP Race Day Celebrates Firm’s Growth and Community Partnerships

  Firm recognizes $10M investment and ongoing commitment to advisor-first services with exclusive Saratoga Springs event SARATOGA SPRINGS, NY, UNITED STATES, August 19, 2025 /⁨EINPresswire.com⁩/ -- Etico marked a major milestone on Friday, August 13, with …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on August 5, 2025 - 12:30 GMT

  

  Etico Expands Rapidly with Key Leadership Hires and New Advisor Partnerships Across the U.S.

  Advisor-first platform adds compliance and operations talent, welcomes nine independent advisors across key regional markets. SARATOGA SPRINGS, NY, UNITED STATES, August 5, 2025 /⁨EINPresswire.com⁩/ -- Etico, a fast-growing independent wealth advisory …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on April 29, 2025 - 17:26 GMT

  

  Etico Financial Secures $10M Investment from Eos Ventures to Empower Modern Wealth Advisory

  Funding will accelerate Etico’s platform and position as best-in-class support for independent financial advisors SARATOGA SPRINGS, NY, UNITED STATES, April 29, 2025 /⁨EINPresswire.com⁩/ -- Etico, a modern wealth advisory platform specializing in bespoke …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on February 25, 2025 - 12:00 GMT

  

  Etico Financial Names Anthony Spencer as Vice President, Business Development to Lead National Advisor Growth

  With a track record of helping advisors grow, Spencer joins Etico to expand opportunities, streamline transitions, and support business success. SARATOGA SPRINGS, NY, UNITED STATES, February 25, 2025 /⁨EINPresswire.com⁩/ -- Etico Financial is proud to …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on December 19, 2024 - 12:00 GMT

  

  Etico Financial Partners with BetaSmartz to Redefine Wealth Management for Independent Advisors

  Empowering RIAs with AI-powered tools for seamless financial planning, portfolio optimization, and unparalleled client insights. SARATOGA SPRINGS, NY, UNITED STATES, December 19, 2024 /⁨EINPresswire.com⁩/ -- Etico Financial, a leader in customized …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on October 18, 2023 - 15:04 GMT

  

  Etico Financial Acquires Asteria Wealth Strategies to Expand Quartz Partners Institutional Wealth Management Offerings

  SARATOGA SPRINGS, NY, USA, October 18, 2023 /⁨EINPresswire.com⁩/ -- Quartz Partners Investment Management, the institutional investment management division of Etico Financial, announced today it has acquired the portfolio strategies of Asteria Wealth, a …

  Distribution channels: Banking, Finance & Investment Industry ...
• Published on April 21, 2022 - 15:55 GMT

  Quartz Partners Investment Management Joins Clifton Park-based Quaestus Holdings in Strategic Advisory Partnership

  Combination Designed to Accelerate Expansion of Advisor Network, Addition of Strategic Advisors and Deployment of a new Digital Advisory Platform. CLIFTON PARK, NY, USA, April 21, 2022 /⁨EINPresswire.com⁩/ -- Quartz Partners, the nationally recognized SEC …

  Distribution channels: Business & Economy ...