Company Information

Get to know Ethic, A Wealth Bank

Ethic, Inc. is a financial technology company and SEC-registered investment adviser founded in 2015. The company's mission is to accelerate the global transition to sustainable investing. It provides a technology platform that enables financial advisors to personalize investment portfolios based on their clients' unique ethical values, financial goals, and tax preferences. By offering direct indexing and access to extensive environmental, social, and governance (ESG) data, Ethic empowers advisors to build highly customized, values-aligned portfolios at scale.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Ethic, A Wealth Bank

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.