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Ethic

Operating Status: Operating

Ethic Inc.: Global provider of software solutions for wealth advisory and equity portfolio management.

Location
New York City, NY, US
Founded
2015
Firm
Compare
Fundraising
Employees
Library

Ethic - Library

ethic.com·Crawled Oct 16, 2026·

Topics

Publication type

Content origin
Row density

Product

1 page
  1. Direct IndexingInstitutional-grade passive portfolios engineered for control over tax efficiency, factor exposures, and values alignment.Learn more/solutions

    Custom Direct Indexing SMAs, Model Portfolios, and Unified Managed Solutions for advisors and institutions.

Blog

6 pages
  1. InsightHow Ethic Helps Clients Align Their Investments With Religious ValuesFor many, faith is the foundation of key life decisions. It influences how time is spent, which causes are supported, and increasingly, how capital is invested. At Ethic, we recognize that religious expression is deeply personal and varies significantly across individuals and communities.May 18/insights/how-ethic-helps-clients-align-their-investments-with-religious-values

    Ethic says faith influences life decisions, including how capital is invested, and that religious expression is personal and varies across individuals and communities.

  2. InsightIntroducing Work Ethic: A New Interview Series with Leaders in WealthHosted by Ethic CEO and Co-founder Doug Scott, Work Ethic features candid, in-depth conversations with the builders, leaders, and innovators who are actively shaping the future of wealth.February 26/insights/introducing-work-ethic-a-new-interview-series-with-leaders-in-wealth

    Hosted by Ethic CEO and Co-founder Doug Scott, Work Ethic features candid, in-depth conversations with the builders, leaders, and innovators who are actively shaping the future of wealth.

  3. InsightNew white paper: 3D Active Tax ManagementToday we’re announcing the release of our new white paper “3D Active Tax Management.” in it, we cover what’s truly unique about our approach to tax management, and why advisors and investment teams should take note.March 20/insights/new-white-paper-3d-active-tax-management

    The company released a white paper titled “3D Active Tax Management” about its approach to tax management.

  4. Insights/insights

    The Ethic team shares perspectives on customized, values-aligned, and tax-smart investing.

Careers & Hiring

1 page
  1. Careers/careers

    The company’s team has expertise in institutional investing, technology, and design.

About

1 page
  1. Company/company

    Intelligent infrastructure and institutional expertise required to manage bespoke portfolios with precision and scale.

Contact

1 page
  1. Contact us/contact-us

    Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.

Homepage

1 page
  1. Homepage/

    Ethic offers customized, tax-smart, and values-aligned investing for advisors and institutions.