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.

 

What core services do you provide for your average client profile?: 

Info

Data as of: 
Tuesday, June 8, 2021
Year Established: 
2015

Stats

What percentage of your clients are single-family offices?: 
30+
Do you offer governance services?: 
No
Total number of full-time employees: 
200
Do you offer services related to philanthropy?: 
No
Do you offer trustee services?: 
No

Contact

Allen Wilson
Executive VP Sales & Marketing
(919)-614-4937

Headquarters

Headquarters: 
2250 Perimeter Park Drive, Suite 150
Morrisville  North Carolina  27560
United States