Ethic

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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What sets Ethic apart?

"We believe that capital markets can be a powerful force for good. Showing what matters with our dollars is one of the most impactful ways to address the defining issues of our time."
Amanda Baker

Products and services

Get an overview of what this software does.

Main Tasks

  • Family mission statement creation
  • Customized portfolio creation and management
  • Impact reporting

Top features

  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting

Assets supported

Bankable or Financial Assets & Funds

Whitelabel

Yes

Type Of Software

SaaS

Ecosystem

Java

Integrations

None

Mobile App

No

Type of data

Transaction level

Multi-currency

Based on holding/position data

Cost structure

AUM based

ethic

Category

Consolidated Reporting

Country

United States of America

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Get in touch with Ethic

Amanda Baker

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

50-100

Revenue

< $50 million

Founded

2015

Incorporated

United States of America

Locations

New York City

Total AUM

As of July 2022: $2 billion

Ownership

  • Key staff also have ownership
  • gulatixternal investors (neither clients nor staff)
  • Clients are also owners
  • Owned by management

Focus

  • Investment & Financial Advisors (RIA / IFAs)

Secondary focus

  • Individual wealth owners
  • Single family offices
  • Multi-family offices

Clients per segment

  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

Ethic works with over 100 RIAs and multifamily offices, including Aaron Wealth Advisors and Ellevest

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Support & services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Free support

Customisation

Portfolios and associated reporting tools can be customized for personal sustainability preferences

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Simple solutions for complex times.