Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Ethos Private Wealth Logo
Ethos Private Wealth CB Rank
1814469
Heat Score
51
Ethos Private Wealth renders asset management, retirement planning, risk management, insurance and treasury management services.
Private Coral Gables, Florida, United States ethosprivatewealth.com/
Consulting
Financial Services
Risk Management
Wealth Management
Overview

Ethos Private Wealth
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Ethos Private Wealth

CB Rank
1814469
Ethos Private Wealth renders asset management, retirement planning, risk management, insurance and treasury management services.
Private Coral Gables, Florida, United States ethosprivatewealth.com/
Consulting
Financial Services
Risk Management
Wealth Management

Key People

Details

Legal Name ETHOS Private Wealth LLC
Operating Status Active
Company Type For Profit
Founders  Matthew Lapides
Phone Number +1-305-602-1000
Predictions & Insights

Products & Services

Asset Management
Management of client investment portfolios tailored to individual financial goals and risk tolerance.
Retirement Planning
Guidance and strategies to prepare clients for retirement income and financial security.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$96.5KThis year, Ethos Private Wealth is projected to spend $96.5K on IT, according to Aberdeen.

Active Website Tech Count

33Ethos Private Wealth is actively using 33 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Ethos Private Wealth's headquarters? Ethos Private Wealth is located in Coral Gables, Florida, United States.Who are Ethos Private Wealth's competitors? Alternatives and possible competitors to Ethos Private Wealth may include Digital Currency Group, PointGuard Advisors, and  Green Ridge Wealth Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(f8e1fc8 1)
|