Ethos Financial Group, LLC
Status
ACTIVE
Global HQ
King Of Prussia, Pennsylvania
Countries of investment
- USA
Investment stages
- Pre-Seed
- Seed
- Series A
- Series B
- Series C
Industries
- Fintech
- PropTech
- Insurance
- Data Science
About
Ethos Financial Group provides investment management, financial planning, and wealth advisory services with a focus on tailored strategies and personalized service to help clients achieve their goals.
Ethos Financial Group provides investment management, financial planning, and wealth advisory services with a focus on tailored strategies and personalized service to help clients achieve their goals.
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 client’s individual needs and preferences.
Manager's Experience
With over two decades of experience in private equity, the fund manager has successfully executed more than 50 deals across technology, healthcare, and consumer sectors. The strategic approach combines an operator-first mindset with data-driven analysis, enabling targeted investments in high-growth regions, particularly North America and Europe. Noteworthy exits include several successful IPOs and acquisitions that have significantly increased portfolio value. Their focus on early to growth-stage investments demonstrates a commitment to fostering innovation and long-term value creation.
Portfolio
SCHB
BOXX
AAPL
EFA
SCHX
VT
SCHG
MOAT
SGOL
IWF.