Your complete platform for sustainable, impact, and values-aligned investing.
We've spent the last 8 years simplifying the complex world of personalized, sustainable and impact investing.
Our platform empowers wealth advisors and investors to create portfolios that align personal values with financial goals.
We are committed to supporting our clients in making sustainability a strength of their practice.
We partner with you throughout the investment experience to build portfolios that connect your clients’ values to their investments across asset classes.
Providing tech-enabled tools to help you more quickly create a complete picture of your clients and engage them throughout their investment journey.
Deepen your understanding of the sustainable investing landscape and transform your capacity for storytelling with our articles, videos, and educational resources.
Since Ethic’s founding, our team has partnered with hundreds of advisory firms to make values-aligned, sustainable, and impact investing a strength of their practice.
We’re on a mission to harness technology, data, and storytelling to redefine value and empower our clients to invest in the future they want to build.
Since 2016, we’ve achieved a lot together. We’ve grown to manage over $5B in assets.
So far we've helped our clients reduce the carbon footprint of their investment portfolios by nearly 300,000 metric tons when compared to the companies in their portfolios' benchmarks.
We’re a diverse team with extensive expertise in institutional investing, technology, data, and design. Our differences and cross-collaborations are crucial to how we move and innovate.
We’ve supported shareholder engagement by voting on 42k+ proxy proposals on behalf of our clients.
We’ve supported 175+ firms and provided thousands of advisors with the skills they need to make sustainable investing a strength of their practice.
We partner with hundreds of RIAs, family offices, networks, and institutions across North America.
The Ethic team has been hard at work on expanding our offering for our valued clients, so naturally we asked some of them about what they're excited for in 2024.
Here's how Ellevest evolved its impact portfolio together with Ethic and our offerings to give clients the power to invest in all women while incorporating racial justice.