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Ethic Ethic

Investing aligned with what matters. Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our platform simplifies the complexity of delivering personalized portfolios at scale, with tools to help you automate operational workflows, uncover client values, deliver engaging reporting, and create more impactful client interactions. Financial technology, Impact investing, Sustainability, Passive investing, and Nature Investing

66 similar entities Type: Startup Activities: cleantech fintech greentech Technologies: Decarbonization

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Sycomore Asset Management Sycomore Asset Management

Responsible Investment Company. We believe in Human Capital. Founded in 2001, Sycomore Asset Management is specialised in listed investments and driven by a strong entrepreneurial spirit. We are committed to delivering long-term returns by identifying the levers enabling a company to generate sustainable value. Our expertise draws on a fieldwork approach and a proprietary corporate fundamental analysis model, which includes financial and extra-financial criteria. Our investment team focuses on assessing the overall performance of a company with respect to its stakeholders: shareholders, clients, employees, suppliers, civil society and the environment. Since 2015, we have expanded our range of SRI funds …

74 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

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EQ Investors I B Corp EQ Investors I B Corp

Award-winning firm of financial planners & investment managers. Experts in sustainable investing. Certified B Corp. EQ Investors (EQ) is an employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to individuals, small businesses, and charities. Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. Encapsulated in our unique business model is the commitment to donate 20% of our profits to charitable initiatives through The EQ Foundation. We partner with charities in the UK and …

26 similar entities Type: Startup Activities: fintech silvertech Technologies: Decarbonization

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Pictet Wealth Management Pictet Wealth Management

Helping clients to build their businesses, protect and grow their wealth and preserve it for future generations #Partnership is how we work with clients. Taking the time to listen to and understand their goals, we build investment solutions based on each client's needs. #Independence enables us to always act in the best interests of our clients, to the benefit of investment performance. We resist the temptation of chasing short-term gains in favour of sustainable decision-making based on #long-term thinking. Centre to our culture is an #entrepreneurial spirit and a strong sense of #responsibility, towards both present and future generations, the …

76 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

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