Audience
Investors and wealth advisors in need of a solution to create portfolios and manage their financial goals
About Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars.
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Integrations
No integrations listed.
Company Information
Ethic
United States
www.ethic.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Phone Support
Online
Ethic Frequently Asked Questions
Q: What kinds of users and organization types does Ethic work with?
Ethic works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Ethic support in their product?
Ethic supports these languages: English.
Q: What kind of support options does Ethic offer?
Ethic offers support via phone support and online.
Q: What type of training does Ethic provide?
Ethic provides training in the form of documentation and videos.
