Ethos
ESG and SRI investment management, simplified.
"Ethos provides RIAs with tools to integrate Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) factors into their investment processes. The platform offers data, analytics, and reporting capabilities to help advisors construct and manage portfolios aligned with client values and preferences. Firms use Ethos to meet growing client demand for sustainable and impact-focused investment options."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Ethos simplifies ESG and SRI investing for advisors by providing tools to build, manage, and report on sustainable portfolios."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Ethos integrates into institutional RIA stacks.
Alternative Peer Landscapes
Adaptive
Investment Data & Analytics: Powering Smarter Decisions.
Amplify
Amplify: Powering Portfolio Management for RIAs.
Andes
Andes: Aligning investments with client risk profiles.
Apex
Apex: Streamlining Custodial Solutions for Investment Management.
Aroa
Investment data and analytics for smarter portfolio decisions.
AssetMark
AssetMark: Integrated platform for RIA growth and client success.