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Ethos Financial Group
AddedFeb 13, 2024
UpdatedJul 16, 2026
Ethos Financial Group

Ethos Financial Group

Operating

Ethos, an independent advisory firm, offers exclusive investment management, portfolio risk insights, and customized solutions.

Location
King of Prussia, PA, US
Founded
2015
Firm
Compare
Portfolio
Employees
Website

Ethos Financial Group is a boutique investment management firm catering to ultra-high-net-worth families and institutions. The firm offers bespoke fiduciary services, focusing on customized solutions tailored to each client's unique needs. Ethos provides comprehensive asset allocation oversight, risk optimization, and advanced estate planning services, integrating investment goals with philanthropic and philosophical objectives.

The firm's portfolio includes investments in diverse sectors such as blockchain (Alchemy, BlockFi), sustainability (Ascend Elements, Solugen), and consumer technology (Hydrow, Rhone Apparel). Ethos has participated in various funding rounds, from seed to Series E, demonstrating flexibility in their investment approach. Notable investments include Impossible Foods, Lacework, and Via, showcasing the firm's interest in innovative and disruptive technologies.

Ethos Financial Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments32
Current Portfolio Count29
Total Portfolio Exits1

Top Investment Stages

Series B8 (28.6%)
Series C7 (25.0%)
Seed5 (17.9%)
Series A5 (17.9%)
Series D3 (10.7%)

Stage Mix

Series B 29%Series C 25%Seed 18%Series A 18%Series D 11%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Leonid logo

Leonid

Point One Navigation logo

Point One Navigation

Ascend Elements logo

Ascend Elements

Mysten Labs logo

Mysten Labs

ConSensys Ventures logo

ConSensys Ventures

Lacework logo

Lacework

Mythical logo

Mythical

Alchemy logo

Alchemy

Solugen logo

Solugen

Aviridi logo

Aviridi

Augusta Fermentation Qualified Opportunity Fund logo

Augusta Fermentation Qualified Opportunity Fund

Manus Bio logo

Manus Bio

Yumi logo

Yumi

Frore Systems logo

Frore Systems

BlockFi logo

BlockFi

Hydrow logo

Hydrow

Wasabi Technologies logo

Wasabi Technologies

Emulate logo

Emulate

Notable Labs logo

Notable Labs

Impossible Foods logo

Impossible Foods

Ellevest logo

Ellevest

Rhone Apparel logo

Rhone Apparel

Cognitiv logo

Cognitiv

Via logo

Via

Blinkfire Analytics logo

Blinkfire Analytics

Ethos Financial Group - Similar Investment Firms

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Ethos VC logo

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Ethos logo

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Ethos Financial Group - Classification

Also Known As
  • Ethos Financial Group LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 12 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end