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Eton Solutions
Third-generation wealth management technology firm for the family office and multi-family office market
About Eton Solutions
Eton Solutions operates in the niche market of family offices, providing a comprehensive technology platform called AtlasFive. This platform is designed to streamline and enhance the operations of Single Family Offices, Multi Family Offices, and Professional Services Firms. By offering an integrated source of truth, AtlasFive allows these offices to operate more efficiently and effectively, providing timely and accurate data for better decision-making.
Eton Solutions serves clients who demand increasingly complex and specialized services from their family offices. The company's business model revolves around offering a combination of technology and services. The AtlasFive platform simplifies operations while leveraging integrated business intelligence, enabling clients to focus on higher-value analytical or oversight roles. Additionally, Eton Solutions offers outsourcing services through its Global Service Center, handling back-office tasks so clients can concentrate on client-facing activities.
Revenue is generated through a subscription-based model for the AtlasFive platform and fees for the various services provided by the Global Service Center. The company differentiates itself by offering a customizable platform that can be tailored to the specific needs of each client, along with comprehensive training and support.
Source: Dealroom company dataAt a glance
- Founded
- 2015
- Headquarters
- Morrisville, United States
- Sector
- Fintech
- Power Law
- Colt$25–100M revenue
Knowledge graph
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later1 investor entered at this stage
- NPNavis Capital Partners
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Market sentiment
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