Eton Solutions LLP

Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and ...read more

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Who We Are

Allen Wilson Executive VP Sales & Marketing allen.wilson@eton-solutions.com (919)-614-4937

Phil Ierardi Senior Vice President – Sales phil.ierardi@eton-solutions.com (339)-933-6431

Our Products

The Eton Solutions platform, AtlasFive ®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management.

All features operate through a single database leveraging a proprietary data model built by a veteran CPA/CFA team who understands the nuances of the family office.