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Ethos Financial Group, LLC

Status
ACTIVE
Global HQ
London, United Kingdom
Countries of investment
  • USA
Investment stages
  • Seed
  • Series A
  • Series B
Industries
  • Fintech
  • AI
  • Health Tech
  • Blockchain
About
Ethos Financial Group, LLC is a family office firm based in King of Prussia, PA. It focuses on providing fiduciary services to a select group of Ultra High Net Worth (UHNW) families and institutions. The firm emphasizes bespoke, globallysourced solutions that align with each client's unique needs and goals. Their service offerings include advanced estate planning, comprehensive asset allocation through CIO services, tailored financial reporting, proactive tax strategies, family governance and education, and access to public and private investments. Ethos prioritizes highlevel service over product selling, ensuring unbiased and clientfocused financial advisory.
Min check size
$100K
Max check size
$2M
Fund size
NPS

Investment Thesis

Ethos Financial Group offers a boutique fiduciary model to Ultra High Net Worth (UHNW) families and institutions, preserving highlevel service through bespoke solutions tailored to each clientžs individual needs and preferences.
Lead investor
Co Invest
Number of exits
Preferred contact method

Portfolio

Anduril

Figure

Rain

Relativity Space

Aimi

Airtable

Bakkt

Caplight

Chipper

Citizen

Clara

Cinchona

Eight Sleep

Fantasmo

Flexport

Flutterwave

Greenlight

Hearth

Natural Fibre Theylding

Nibiru

Notarize

Palantir

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Vintage Year
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Capital Allocation
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AUM
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