Description
Etcho is a tech-powered B2B platform helping wealth managers and advisors deliver low cost personalised, values-led sustainable investing experiences while ensuring performance and risk are kept at the forefront. We use behavioural science to identify each client’s individual sustainability priorities and provide tools that show how well portfolios match those values. Our platform also includes a portfolio optimiser, storytelling features, and integrations with risk profilers to streamline workflows and generate personalised portfolios. By focusing on what clients truly care about rather than generic ESG scores, Etcho supports regulatory alignment with Consumer Duty and SDR while making sustainability more transparent, client-focused and lowering costs. Approach
Etcho’s approach to sustainable finance is values-based, not ESG lead. We believe that real impact happens when people invest in what they genuinely care about, not what looks good on a ratings scale. Traditional ESG tools often fail to reflect individual priorities, relying on opaque data and unclear metrics that can confuse rather than empower. We take the opposite approach and prioritise personalisation and performance.
Ultimately we lower the cost of personalised solutions, giving advisors the capabilities to truly offer a bespoke service.
Our platform uncovers each client’s personal sustainability values, and also prioritises risk and performance. Advisers can then build tailored portfolios that align with these values while also meeting financial objectives. This is not about meeting a minimum threshold, it is about creating investing experiences that feel personal, relevant, and transparent.
We support this through a full suite of tools, including a portfolio optimiser that balances impact with performance, real-time storytelling features, and SDR label integration to support regulatory needs.
Etcho treats sustainability as a conversation and a way to build trust. We help advisers move beyond generic ESG to deliver truly personal, scalable solutions that resonate with their clients’ value and increase margins.
