Ethic | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Ethic is a sustainable asset management company based in New York, focused on creating personalized, passive equity portfolios that align with clients' financial goals and values through direct indexing. The company manages over $5 billion in assets and serves a diverse clientele, including multi-family offices, single-family offices, and institutional investors.

The firm offers a sophisticated investment platform that supports the entire client lifecycle, from strategy design to account management and reporting. Core products include personalized Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs) that utilize direct indexing to track benchmarks such as the S&P 500. Platform features include tailored asset allocation, automated rebalancing, and integrated tax strategies, ensuring tax-efficient investment solutions. Targeting financial advisors, institutions, and wealth management entities, the team emphasizes a client-centric approach and empowers financial professionals with advanced tools for portfolio construction and enhanced client experiences.