Company intelligence
Etico
Etico is a boutique wealth management and financial services platform built by advisors, for advisors.
About Etico
Etico is a boutique wealth management platform built by advisors, for advisors. Through our integrated SEC-registered RIA and FINRA member broker-dealer, we provide personalized partnerships the large national firms can’t match. Etico combine's personalized support, open-architecture investment solutions, intuitive technology, and white-glove back-office service. Advisors retain 100% ownership of their book while gaining a flexible, scalable solution that helps advisors increase profitability, elevate the client experience, and preserve their independence. Securities offered by Etico Partners, LLC, FINRA member broker-dealer. Investment advice offered by Quartz Partners, LLC an SEC registered investment adviser.
Verified activity
Signals from Etico
3 published signals
Strategy & Corporate Development
Etico consolidated Summit Trail Advisors into a mega-RIA.
Reported by Megan Jorgenson, CLTC
Presence & Recognition
Etico employee Megan Jorgenson supports the business of Darius, who makes bow ties for shelter animals to rescue them quicker.
Reported by Megan Jorgenson, CLTC
Strategy & Corporate Development
Etico's payout for Merrill's small household threshold doubled to $500K for 2026.
Reported by Megan Jorgenson, CLTC