The Ethical Investment Co-Operative Ltd
- Company typePrivate
- Founded1997
- HeadquartersRichmond, United Kingdom
- Headcount1–10
- GTM typeB2C
- OfferingServices
The Ethical Investment Co-Operative Ltd firmographics
Firmographics- Name
- The Ethical Investment Co-Operative Ltd
- Legal name
- The Ethical Investment Co-operative Ltd
- Website
- https://ethicalmoney.org
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Ethical Investment Co-Operative Ltd industry classification
Industry- Product category
- Independent Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- ESG/Sustainable Investment Advisory (FSAEAAAJ)
- akta.pro secondary industry
- Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)
Keywords
Where The Ethical Investment Co-Operative Ltd is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
The Ethical Investment Co-Operative Ltd business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Fees: The company provides independent financial advice on packaged retail investment and insurance products including pensions, investment bonds, Unit Trusts, annuities, ISAs and savings plans, and structured investment products. They charge fees for their advisory services with various payment options.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time/ perpetual license | Initial consultation and report at no charge |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
The Ethical Investment Co-Operative Ltd product offering
Product offeringCore offering
The Ethical Investment Co-operative provides independent financial advisory services to individual clients in the UK who want to align their investments with ethical and environmental principles. Its offerings span ethical investment portfolio management, pension planning and consolidation, future financial planning via cash flow modelling, protection/insurance advisory, and estate/inheritance tax planning, all underpinned by a proprietary ethical screening and risk profiling process.
Product overview
The Ethical Investment Co-operative Ltd is a firm of Independent Financial Advisers specialising in ethical, environmental and responsible investment. Formed in 1997, the company provides a unified advisory service that encompasses ethical investment portfolio management, pension planning with ethical fund options, cash flow modelling for future planning, protection/insurance advisory, and estate planning. The core offering is holistic financial planning that aligns clients' investments with their ethical/environmental principles across all product lines.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Donated over £60,000 to Amnesty International UK cause
Companies that use The Ethical Investment Co-Operative Ltd
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles1 record
The Ethical Investment Co-Operative Ltd technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
The Ethical Investment Co-Operative Ltd partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Amnesty International UKcoreWorked closely with Amnesty International UK to promote ethical investment. During this partnership period, donated over £60,000 to their cause. The collaboration aligned with the company's values of ethical investment and social responsibility.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
The Ethical Investment Co-Operative Ltd competitors and assessment
Company assessmentDirect peers
- True Wealth Design: UK ethical IFA offering bespoke financial planning with a focus on sustainable and responsible investment. Comparable in mission, customer segment, and ethical screening approach to EIC.
- Rathbone Greenbank Investments: UK ethical and sustainable investment arm of Rathbones, offering bespoke ethical investment management to private clients. Comparable in its ethical specialisation and UK retail focus, though backed by a larger group.
- EQ Investors: UK-based IFA specialising in ethical, sustainable, and impact investing for individuals and families. Directly comparable to EIC in target customer (values-driven UK retail), service mix (holistic financial planning), and ESG screening specialisation.
- Castlefield Investment Partners: Manchester-based IFA specialising in responsible and ethical investment research and advice for private clients. Directly comparable in niche ESG advisory, UK focus, and holistic financial planning.
Broad incumbents
- St. James's Place Wealth Management: Largest UK wealth manager with broad advised investment, pension, and estate planning offering, increasingly adding responsible/ESG options. Comparable as a UK financial adviser to retail clients, but at vastly greater scale.
- Royal London Asset Management: Major UK mutual provider of pensions, investments, and protection with ESG-integrated funds. Comparable in serving UK retail investors with pensions and investments, but operates as a large incumbent with broader mandate.
Emerging players
- Triodos Bank UK: UK arm of Triodos, a values-led European bank offering sustainable savings, investments, and lending. Comparable in values-driven UK customer base and ethical positioning, though vertically integrated with banking.
- WHEB Asset Management: UK impact and sustainability-focused investment manager running sustainable thematic equity strategies. Comparable in ethical/sustainable investment focus but operates as an asset manager rather than financial adviser.
- Abundance Investment: UK platform enabling retail investment in ethical, real-economy projects (renewables, etc.). Comparable ethical-mission customer, but operates a direct-investment platform rather than holistic financial advice.
- CCLA Investment Management: UK investment manager with a long-standing ethical and responsible investment franchise (e.g., COIF funds). Comparable in ethical investment DNA and UK market focus, though structurally a fund manager.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key highlights6 records
Customer concentration
The Ethical Investment Co-Operative Ltd social profiles
Digital presenceThe Ethical Investment Co-Operative Ltd financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Ethical Investment Co-Operative Ltd leadership team
Management profileNumber of profiles
The Ethical Investment Co-Operative Ltd funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Ethical Investment Co-Operative Ltd M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Ethical Investment Co-Operative Ltd
What does The Ethical Investment Co-Operative Ltd do?
The Ethical Investment Co-operative provides independent financial advisory services to individual clients in the UK who want to align their investments with ethical and environmental principles. Its offerings span ethical investment portfolio management, pension planning and consolidation, future financial planning via cash flow modelling, protection/insurance advisory, and estate/inheritance tax planning, all underpinned by a proprietary ethical screening and risk profiling process.
Is The Ethical Investment Co-Operative Ltd a public or private company?
The Ethical Investment Co-Operative Ltd is a private company. It is classified as management employee owned and is currently operating.
When was The Ethical Investment Co-Operative Ltd founded?
The Ethical Investment Co-Operative Ltd was founded in 1997. It employs 1 to 10 people.
Where is The Ethical Investment Co-Operative Ltd based?
The Ethical Investment Co-Operative Ltd is headquartered in Richmond, United Kingdom, in the Europe region.
How does The Ethical Investment Co-Operative Ltd make money?
One revenue line is on record: financial Advisory Fees.
Who are The Ethical Investment Co-Operative Ltd's main competitors?
Direct peers on record are True Wealth Design, Rathbone Greenbank Investments, EQ Investors and Castlefield Investment Partners. Broad incumbents are St. James's Place Wealth Management and Royal London Asset Management. Emerging players are Triodos Bank UK, WHEB Asset Management, Abundance Investment and CCLA Investment Management.
Does The Ethical Investment Co-Operative Ltd have an API?
No public API is recorded for The Ethical Investment Co-Operative Ltd.
What industry is The Ethical Investment Co-Operative Ltd in?
The Ethical Investment Co-Operative Ltd's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEAAAJ, ESG/Sustainable Investment Advisory, with a secondary code of FSAAALAB, Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity). Its NAICS code is 523940 and its SIC code is 6282.