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Ethic Competitors and Similar CompaniesClear all

Ethic's competitors and similar companies include IAM Group, Assetmax and AssetMark.

	Ethic Ethic is an investment adviser that creates personalized sustainability solutions to help investors transition money toward companies.	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 2013	Founding Date 2013	Founding Date 1996
Type	Type Private	Type Public	Type Private	Type Public
Tags	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform	Tags Technology financial management fintech investment management platform
Locations	Locations New York, US HQ San Francisco, US	Locations Sydney, AU HQ	Locations Zürich, CH HQ Lugano, CH	Locations Concord, US HQ Lynchburg, US Lynchburg, US
Employees	Employees 1351% decrease	Employees 19	Employees 395% decrease	Employees 980
Financial
Revenue (est.)	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 ($5.5m) (FY, 2025)	Net income N/A	Net income $123.1m (FY, 2023)

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IAM Group

Sydney, AU

Employees

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.

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Assetmax

Zürich, CH

Employees

39↓ 5% decrease

Assetmax is a fintech company that develops and maintains an integrated wealth management software solution.

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AssetMark

Concord, US

Employees

980

AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.