Align your money with your values
Invest for financial well-being AND impact on the causes you care about
Use data to make smarter investment decisions
You care about more than financial returns. Ethos helps you make investment decisions based on financial performance, risk AND impact.
We combine millions of data points from credible sources into 0-100 ratings of companies, stocks and funds, for 45 different causes.
Pick the causes you care about and we'll weight ratings into a personalized Impact Formula, showing you which stocks and funds are doing the most for what YOU care about.
Manage your portfolio
Manage your portfolio for financial well-being and impact, all in one place:
- Securely link your brokerage, bank, 401k and other accounts to see your net worth, impact, investment risk and investment performance in one place
- See what's really included in your portfolio, including all companies held by funds in your portfolio
- Create mock portfolios with any combination of stocks and funds, and see what your impact and performance could be
- Find stocks and funds that fit your impact and risk preferences
- Get updates on the impact of your portfolio
Our corporate values
We believe that investing is about more than money. It's about the world you aspire to see, as well as your financial well-being.
IMPACT
You should be able to make investment decisions that align with your values.
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We believe everyone should have access to credible information and tools to invest in the causes they care about, such as creating a sustainable future, supporting equality, or ensuring health and well-being for all.
EMPOWERMENT
Your investments are powerful, and can help reshape our economy and planet.
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Publicly-traded companies are accountable to investors and shareholders, including through
shareholder resolutions
and criteria that companies must meet to be included in some portfolios (such as
Blackrock’s).
Making informed decisions about your investments is one of the most powerful ways to help accelerate the reshaping of our economy and planet.
FINANCIAL WELL-BEING
Investment return and risk are also important.
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Investing in the stock market has helped millions build a more secure financial future. We believe you should have information to make investment decisions that support financial well-being. Along with a growing body of research, we also believe that positive impact on the environment and society can support strong financial performance. For example, out of more than 200 reviewed studies from academic research, industry reports, and newspaper articles, more than 80% demonstrated that
prudent sustainability practices have a positive influence on investment performance.
TRANSPARENCY
Transparency and credible sources are critical for assessing impact.
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There's no perfect way to measure the impact of a company or a fund, but transparent, high-quality data can help you make the most informed decisions possible. Ethos uses more than 40 credible, non-corporate data sources, as well as data directly from corporations. We share the metrics and sources that make up every company and fund rating (you can see them on
cause profiles
or
company profiles).
We also believe in a continuous process to improve our ratings, and we are always seeking input from credible sources.
INTEGRATION
There are great trading platforms already out there. Ethos is about helping you use them better.
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We address what we see as the biggest gap in many investors’ toolbox – the ability to support the causes they care about through their investments. We link to most trading platforms (12,000+ institutions) so you can see the impact of your current portfolio, find new investments that align with your causes, and track your impact as you make trades and adjust your portfolio.
DATA SECURITY
The security of your data is paramount.
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One of the benefits of Ethos is the ability to see all of your brokerage, banking, credit, loan, and other accounts in one place, giving you a complete picture of your impact and financial health. Having all of this data in one place can also be scary. Ethos uses industry-standard security practices, such as hashing algorithms, encryption and two-factor authentication, to keep your data safe.
Read more about how you're protected here.
Our story
In 2019, founder Luke Wilcox tried to figure out the impact of his investments on causes he cared about, such as climate change. He found that investment platforms focused exclusively on financial return, risk, and money management. While these are important to Luke, he wondered why there couldn't be a platform that also considers social/environmental impact, without compromising on financial management?
The Ethos team
Ethos is a lean start-up, led by:
Luke is the founder and CEO of Ethos. He has led tech start-ups, social impact organizations, and strategy engagements for Fortune 500 companies. He is passionate about helping everyone participate in impact investing.
Madelin is co-founder and CEO of Tin Roof Collective, which is working with Ethos on growth strategy and product development. Madelin has a diverse background in product development and design, and brings additional experience as an artist and writer to help creatively build successful companies.
Matt is co-founder of Tin Roof Collective and has worked in early-stage tech for 25 years. He has deep experience helping early-stage companies create scalable business operations. Matt is focused on product engagement and customer success for Ethos.