Ethic
by Ethic
Information provided by Ethic, reviewed by Builders in Fintech.
Customized tax-smart and values-aligned portfolios for advisors
- Category
- Wealth and investing
- API
- Not available
- Markets
- United States
Ethic is a US asset manager and technology platform for financial advisors and institutions. It builds customised portfolios through direct indexing, model portfolio management and unified managed accounts, with automated tax management, control over factor exposures and alignment with clients' values. Ethic reports more than $10 billion in assets and 350 partner firms.
Company-provided, not part of the CC BY dataset.