Ethic Public Market Comparables
Find the most relevant public market comparables for Ethic, including EV/Revenue and EV/EBITDA multiples to help you make informed investment decisions.
Company Overview
Ethic provides a platform for advisors and institutions to build personalized and values-aligned portfolios that balance clients' financial goals, tax needs, and personal values. They combine direct indexing SMAs, UMAs, model portfolios, and active tax management with intuitive tools to help advisors deliver portfolios reflecting clients' priorities. The company manages over $5 billion in assets and focuses on sustainable investing.
Business Model
Technology platform providing investment management services, specializing in personalized and sustainable portfolios for advisors and institutions.
Target Customers
Family offices, high-net-worth individuals, institutional investors, wealth advisors, and independent wealth management firms.
Specific Focus
Sustainable and values-aligned investing, personalized portfolio construction for high-net-worth individuals and institutions.
Location
New York, New York
CEO
Doug Scott
Industry
Fintech
Sub Sector
Fintech, Investment Management
3yr Revenue Growth
692%
Website
Public Market Comparables
Below are the key valuation metrics for companies similar to Ethic in the Financial Services sector. These metrics can help you understand how the market values companies with similar business models and growth profiles.
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Unlock the Full Ethic Compset
As a leading player in the Fintech industry within the Financial Services sector, Ethic operates in the specialized Fintech, Investment Management sub-sector. Understanding how Ethic compares to its public market comps is essential for accurate valuation and strategic decision-making.
Our comprehensive analysis includes detailed comparables (compsets) featuring similar companies in the Fintech, Investment Management space, with complete financial metrics, growth trajectories, and competitive positioning insights that go beyond the surface-level data shown above.
Other Interesting Companies
HubSync
Financial Software • Software & services
HubSync is an all-in-one tax and accounting platform that automates CPA firms' workflows. It offers tools to increase efficiency, accuracy, and streamline workflows for accounting firms and tax professionals, including tax preparation, document management, client communication, and data analysis. The platform integrates with existing technology and uses AI to provide valuable insights from complex datasets.
Conquest Planning
Fintech • Fintech
Conquest Planning develops AI-powered financial planning software that simplifies the financial planning process for advisors and makes personalized planning accessible to all consumers. The platform offers an intuitive user interface, streamlined onboarding, and data-driven AI to generate personalized financial plans.
Lili
Fintech • Fintech
Lili is a financial technology platform designed to simplify financial management for small businesses. It offers integrated business banking, accounting, invoicing, and tax preparation tools.
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