DiliTrust SAS vs Ethic

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dilitrust

DiliTrust

Category
Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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ethic

Ethic

Category
Impact & ESG

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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Company
Employees

  • 100-500

Revenue

-

Founded

  • 1995

Incorporated

-

Locations

  • Paris
  • Milan
  • Dubai
  • Madrid
  • Mexico City
  • Wilmington
  • Munich
  • Montreal

Top Markets

  • France
  • Italy
  • United States of America

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff also have ownership


50-100


< $50 million


2015


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


United States of America


New York City



As of July 2022: $2 billion


Client
Focus

-

Secondary focus

  • Single-family offices
  • Multi-family offices
  • Banks
  • Foundations
  • Software and technology providers
  • Other

-


  • Investment & Financial Advisors (RIA / IFAs)


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


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

Product
Main Tasks

  • Compliance

Top features

  • Board meeting management
  • Contract automation
  • Automated Workflows
  • Delegation of authorities
  • Visual ownership view

Compliance

-

Whitelabel

  • No


Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


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


Bankable or Financial Assets & Funds


-


Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Outlook
  • Hubspot
  • Salesforce
  • Microsoft Dynamics
  • Google suite
  • E-signature providers
  • Office 365

Mobile App

  • Yes

-


SaaS



Java


Software integrations can be discussed on a case-by-case basis.


No