Ethic
Overview
Ethic is a private investment firm specializing in sustainable and impact investing solutions. The firm partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investment solutions across various asset classes. Their platform empowers registered investment advisors (RIAs), family offices, and institutions to provide sophisticated investments through a simple and engaging client experience. Ethic's offerings include separately managed accounts (SMAs), unified managed accounts (UMAs), and model portfolios, all designed to align with clients' unique values, financial goals, and tax objectives. The firm utilizes proprietary sustainability research, data science, and tools to help identify client priorities and translate them into values-aligned portfolios. Additionally, Ethic's active tax management capabilities, such as tax loss harvesting and personalized transitions, aim to improve after-tax outcomes for investors. Ethic has established strategic partnerships with firms like State Street Global Advisors, enhancing its ability to deliver customized investment solutions at scale. The firm is backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, State Street, Jordan Park Group, and Kapor Capital. Ethic is an SEC Registered Investment Adviser based in New York City.
Investment Focus
- Focus on sustainable and impact investments
- Alignment with clients' values and financial goals
- Active tax management strategies
Portfolio Companies
Reach Ethic directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Ethic
What sectors does Ethic invest in?
Ethic invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Ethic is listed as a private investment firm in the ConnectSafely investor database.
What stage does Ethic invest at?
Ethic backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Ethic invest in?
Ethic invests across United States.
Who are the partners at Ethic?
Team members listed for Ethic include Johny Mair (Co-Founder) and Alex Laipple (Chief Growth Officer).
What companies has Ethic invested in?
Ethic's portfolio includes Square, Tesla, Beyond Meat, Lemonade, DocuSign, NIO, Impossible Foods and Warby Parker.
How do I contact Ethic?
Ethic's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
