Etico consolidated Summit Trail Advisors into a mega-RIA.
Published
Signal category
Strategy & Corporate Development
Quote
“Corient just absorbed Summit Trail Advisors — $21 billion folded into a mega-RIA.”
— Megan Jorgenson, CLTC|Etico team
Company
Etico
Etico is a boutique wealth management and financial services platform built by advisors, for advisors.
- Industry
- Financial Services
- Location
- Saratoga Springs, US
- Company size
- 26 employees
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.
Founded 2010