Ethic Competitors and Similar CompaniesClear all
Ethic's competitors and similar companies include Allocations, IAM Group, Assetmax and AssetMark.
 Ethic Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies. |  Allocations Allocations Fund Administration is a company is a company developing a platform for fund management. |  IAM Group IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing. |  Assetmax Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. |  AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. | |
Founding Date | Founding Date 2015 | Founding Date 2019 | Founding Date 2013 | Founding Date 2013 | Founding Date 1996 |
Type | Type Private | Type Private | Type Public | Type Private | Type Public |
Tags | |||||
Locations | Locations New York, US HQ San Francisco, US | Locations Miami, US HQ | Locations Sydney, AU HQ | Locations Zürich, CH HQ Lugano, CH | Locations Concord, US HQ Lynchburg, US Lynchburg, US |
Employees | Employees 1351% decrease | Employees 34 | Employees 19 | Employees 395% decrease | Employees 980 |
Valuation ($) | Valuation ($) N/A | Valuation ($) 150 m | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 2.6 b |
Financial | |||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $17.2m (FY, 2025) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) |
Net income | Net income N/A | Net income N/A | Net income ($5.5m) (FY, 2025) | Net income N/A | Net income $123.1m (FY, 2023) |
Funding | |||||
Total funding raised | Total funding raised N/A | Total funding raised $ 11.3m | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 2.8m |
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Allocations
HQ
Miami, US
Employees
34
Allocations Fund Administration is a company is a company developing a platform for fund management.
View companyIAM Group
HQ
Sydney, AU
Employees
19
IAM Group (also known as Income Asset Management Group, previously known as Cashwerkz) is a fintech company that provides an online platform designed for cash investing.
View companyAssetmax
HQ
Zürich, CH
Employees
39↓ 5% decrease
Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View company