BUILDERS
How Ethic rejected VC-prescribed enterprise GTM playbooks and built a motion around financial advisor psychology instead | Doug Scott
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Ethic builds customized, tax-smart, and values-aligned investing infrastructure for financial advisors and institutions — a platform that lets advisors personalize across their entire book of business, simultaneously accounting for financial, values-based, and tax considerations at scale. Today, Ethic manages over $9 billion in assets across approximately 300 investment advisory businesses, from…