Vendor
Ethic
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. They manage over $8 billion in personalized portfolios designed to reflect what matters most to their partners and their clients.
SAINT-JEAN-DE-VEDAS, FR
Official websiteSector footprint
One company, every side of the market
WealthThis site
Ethic
Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. They manage over $8 billion in personalized portfolios designed to reflect what matters most to their partners and their clients.
Capability matrix
| Capability | Ethic |
|---|---|
| Investment Data Analytics | ● |
Parent organization
Ethic
Founded
2015
Scale
1 sector presence