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Ethic

Read 4 Ethic reviews and testimonials from customers, explore 3 case studies and customer success stories, and watch 4 customer videos to see why companies chose Ethic as their Wealth Management Software

Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Their platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions.

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  • 4 Testimonials View
  • 3 Case Studies View
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Customer Rating Review Score based on 355 reference ratings
4.8/5.0 (355)

4Testimonials

  • “Most of the clients who come to Ellevest are mission-driven. They know they want to make an impact in the world."

    Emily Green Head of Private Wealth Management and an Advisor

  • “Ethic gave us the information, education, and resources to confidently go talk to clients.”

    LeEric Daye Principal and Senior Wealth Advisor

  • “Families with a large philanthropic component to their investment strategies tend to outperform those without them, Klein wrote in a 2022 article for MarketWatch. That may be because “families with …

    Peter Klein Wealth Advisor
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3 Case Studies

  • Ethic and ALINE Helped a Multigenerational Family Create a Legacy

  • Ethic and Ellevest Created a New Way to Invest in Women

    Emily Green Head of Private Wealth Management and an Advisor

  • Ethic and Beacon Pointe Connect with Clients at Scale

    LeEric Daye Principal and Senior Wealth Advisor
2 more case studies currently locked

4 Customer Videos

  • Aline - Customer Success Story (Peter Klein - Wealth Advisor)
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    Peter Klein Wealth Advisor
  • Ellevest - Customer Success Story (Emily Green - Head of Private Wealth Management and an Advisor)
    Play Video
    Emily Green Head of Private Wealth Management and an Advisor
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Additional Ethic Information & Resources

Read Ethic Reviews, Testimonials & Customer References from 4 real Ethic customers.

Browse Ethic Case Studies, Customer Success Stories, & Customer References from 3 businesses that use Ethic.

Watch Ethic Customer Videos to learn why 4 businesses chose Ethic.

FeaturedCustomers has 2,117,033+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.