Powerful ESG software for financial advisors
Powerful ESG software for
financial advisors

Values-based tools and data to grow your business

Top Wealth Management Solutions

Learn more

FPA NexGen Partner
Top Wealth Management Solutions
Wall Street Journal
Star Tribune
Women of the World Endowment
Environmental Finance
Change Finance
MN Tech Diversity Pledge
Impact List nominee
ESG Clarity
Triple Pundit
Everyday Activism Network
Minnestar Participant
Curious Earth
Investor Daily
Beta Accelerator Participant
RevTechLabs Accelerator Participant
The Australian

How Ethos helps

1. Reach new clients

Reach new clients, improve KYC and protect existing clients with a firm-branded Impact Assessment (values-based questionnaire).
Impact Assessment
Share through social, email, or on your website with a customizable widget. Ethos captures contact information and helps you start a conversation.
Assessment scales

2. Analyze portfolios

Integrate in-depth, transparent impact data into your portfolio analysis. Our data covers 13,000+ stocks and funds and 2M+ data points across 45 causes.
Carbon comparison
Analyze assets with screens and filters for asset class, cap, geography, expense ratio, ESG screens (such as fossil fuel or prison involvement) and much more.
Carbon reduction

3. Wow clients

Deepen client relationships with powerful client impact reports covering analyses such as exposure to the UN Sustainable Development Goals, global warming alignment, and shareholder advocacy.
Report pages example
Show, don't tell your clients about their impact on the causes they're passionate about. The most customizable, personalized client impact reporting available.
Real-world metrics
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