Ethic
Ethic is a mission-driven financial technology firm operating at the intersection of sustainability, data science, and asset management. Founded by experts in institutional investing and technology, the firm is dedicated to accelerating the global transition toward sustainable investing. The company operates on the conviction that every portfolio should be as unique as the investor. By combining deep expertise in quantitative finance and ESG (Environmental, Social, and Governance) research, Ethic helps investors move beyond standardized, "one-size-fits-all" funds. The platform currently empowers over 300 leading wealth advisory firms and institutions to manage billions in assets, transforming personal values into a primary driver of financial growth.
ABOUT ETHIC
Ethic is a technology-driven asset manager and Registered Investment Adviser based in New York City.
Founded in 2015 by experts from institutional firms like Deutsche Bank and JPMorgan, the company was established with the mission to accelerate the global transition toward sustainable investing.
The firm serves as a strategic partner to wealth advisors, family offices, and large-scale financial institutions.
As of early 2026, Ethic manages over $8 billion in assets for more than 300 advisory partners.
Unlike traditional asset managers that offer static, pooled products, Ethic provides a digital infrastructure that allows for the creation of thousands of unique, personalized portfolios at scale.
ETHIC SOLUTIONS & SERVICES
Direct Indexing – Allows for direct ownership of individual securities; provides granular control over ESG exclusions and personalized tilts relative to a benchmark.
Tax Management – Features systematic tax-loss harvesting and "tax-smart" transition planning to help maximize after-tax returns for high-net-worth investors.
Unified Accounts – Enables the consolidation of SMAs, model portfolios, and fixed-income assets into a single "One Portfolio" optimization engine.
Impact Reporting – Delivers visual data quantifying a portfolio's carbon footprint, social impact, and alignment with UN Sustainable Development Goals.
Active Ownership – Provides the infrastructure for automated proxy voting, allowing investors to influence corporate governance on issues they value.
Advisor Support – Offers dynamic proposal generation, custom health checks for existing portfolios, and co-branded educational resources for client meetings.