Ethic Inc
6 known investors
Ethic provides direct indexing and tax-smart portfolio management technology for wealth advisors and investment teams, offering customized passive portfolios that account for tax efficiency, factor exposures, and values or religious alignment. Its platform manages third-party and in-house ETF and mutual fund models through an automated tax-management engine and handles concentrated position management.
FintechImpact & Social GoodSaaS
Founders & leadership
Investors · 6
In the news
Frequently asked questions
- What does Ethic Inc do?
- Ethic provides direct indexing and tax-smart portfolio management technology for wealth advisors and investment teams, offering customized passive portfolios that account for tax efficiency, factor exposures, and values or religious alignment. Its platform manages third-party and in-house ETF and mutual fund models through an automated tax-management engine and handles concentrated position management.
- Who founded Ethic Inc?
- Ethic Inc was founded by Doug Scott, Jay Lipman, Johny Mair.
- Who are Ethic Inc's investors?
- Ethic Inc's investors include Better Tomorrow Ventures, Blackhorn Ventures, Farvatn Venture, Thirdstream Partners, Urban Innovation, UBS.