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 minimizing errors and risk. To learn more about Eton Solutions, please visit https://eton-solutions.com/.
Eton Solutions LLP
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Who We Are
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 Allen WilsonExecutive VP Sales & Marketing allen.wilson@eton-solutions.com (919)-614-4937 |
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 Phil Ierardi Senior Vice President – Sales phil.ierardi@eton-solutions.com (339)-933-6431 |
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Our Products
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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.
Contact Name
Allen Wilson
Executive VP Sales & Marketing
(919)-614-4937
Headquarters
Headquarters
2250 Perimeter Park Drive, Suite 150
Morrisville, NC 27560
United States
Technology Category
Technology Category