Eton Solutions LP

Eton Solutions LP

Software Development

Morrisville, North Carolina 55,065 followers

At Eton Solutions, we’re transforming the family office of today, and reimagining the family office of tomorrow.

About us

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 family office software platform with over $737+billion managed on platform that holistically aggregates and manages all a family 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.

Website
https://eton-solutions.com
Industry
Software Development
Company size
201-500 employees
Headquarters
Morrisville, North Carolina
Type
Partnership
Founded
2015
Specialties
Wealth Management, Family Office, Investment Management, FinTech, software, and accounting

Locations

  • Primary

    2250 Perimeter Park Dr

    Suite 150

    Morrisville, North Carolina 27560, US

    Get directions

Employees at Eton Solutions LP

Updates

  • Eton Solutions is thrilled to be recognized as a leader in wealth technology, having been shortlisted for the Private Asset Management Awards 2025 in three key categories: Best Firmwide Security Solution Best Reporting Solution Best Technology Platform for Family Offices This recognition reaffirms our position as The Leading Wealth Tech Solution Powered by AI and the best technology platform for family offices. At Eton Solutions, we are committed to empowering family offices with innovative, secure, and intelligent platforms that enhance efficiency and deliver unmatched insights. We are honored to be acknowledged for our dedication to innovation and excellence in supporting the unique and evolving needs of family offices worldwide. For more on our next-generation wealth management software, enhanced by EtonGPT™, click here: https://lnkd.in/dGWjEBG2 #PAMAwards #EtonSolutions #WealthTech #AIInnovation #FamilyOfficeTech #AwardNominee

  • This Thanksgiving, we extend our gratitude to our clients, partners, and team members for their trust and collaboration. Your support drives us to continue innovating and delivering solutions that empower family offices worldwide. Wishing you a joyful and meaningful holiday season!

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  • Eton Solutions launched our state-of-the-art Fund Accounting Platform and Services at an exclusive event hosted in Gift City, Gandhinagar, India November 18th, 2024. The Event was attended by Partners and Senior Management from leading Private Equity firms and leaders within the associated supporting eco-system. We were honoured by the support of Sandip Shah, Head of IFSC & Strategy Department for GIFT City who opened the event setting the stage for a compelling discussion about the key role fund accounting and related services will play in the future growth of the emerging financial center. Other highlights included: ▪️ Keynote Addresses: - Satyen Patel, Chairman of Eton Solutions, outlined why Eton Solutions is well poised to support the needs of Private Equity firms highlighting that today the company already supports approximately 2000 Funds with US75bio AUM on the AtlasFive platform including the direct support for the reporting and administration needs for 560 funds with US28bio of AUM - Robert Mallernee, CEO & Founder of Eton Solutions, outlined the key features of how AtlasFive®, powered by EtonGPT™, transforms financial operations with real-time efficiency, automation, and security for Private Equity funds. ▪️ Live Demonstrations: Attendees experienced firsthand the relevant fund related features of AtlasFive®, along with the embedded EtonGPT™ functionality, showcasing the embedded efficiencies that the system can support for PE Firms ▪️ Engaging Networking: From thought-provoking discussions to meaningful connections, the evening celebrated innovation and partnership during and after the event. We’re excited to see the impact of these advancements in the months ahead as we work together to bring greater efficiency, transparency, and security to the fund management industry globally. Together, we’re shaping the future of fund accounting! #FundAccounting #Innovation #EtonSolutions #AtlasFive #EtonGPT #FinancialTechnology

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  • Specialized AI in family offices excels in specific tasks like data entry, reporting, and routine analysis without needing to achieve human-like intelligence. This tailored approach frees human resources for complex and creative work, enhancing operational efficiency while also creating new job opportunities that focus on overseeing and managing these AI systems. Explore how AI is transforming family office operations and driving a new era of productivity here: https://lnkd.in/dkVeDpaT

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    55,065 followers

    We're pleased to announce that Satyen Patel, Executive Chairman of Eton Solutions, has been featured in Entrepreneur India Magazine’ November 2024 issue with his article entitled "Building Operational Resilience & Closing the Governance Gap in Family Offices". In this insightful piece, Satyen addresses the critical challenges family offices face today, shedding light on how technology can streamline compliance, reporting, and income distribution—solidifying his expertise in family office innovation. At Eton Solutions, we remain dedicated to pioneering transformative solutions for the family office sector. Connect with us to discover how our technology can support your family office’s success. #FamilyOffice #ThoughtLeadership #OperationalResilience #Governance #EntrepreneurIndia #EtonSolutions #EtonGPT

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  • In family offices, AI serves as a powerful augmentation tool, enhancing human capabilities rather than replacing them. By handling data analysis, pattern recognition, and predictive tasks, AI allows professionals to focus on nuanced, relationship-based decision-making. This partnership of AI and human expertise drives more strategic, informed outcomes. Read more on AI’s role in transforming family office operations here https://lnkd.in/dz2-98Qj

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    55,065 followers

    Eton Solutions Launches EtonGPT™ Enabled Fund Accounting Platform and Services Targeted at General Partners of Private Equity Firms. Eton Solutions announce the global launch of its specialized Fund Accounting Platform and Services suite, designed to empower Private Equity (PE), Real Estate (RE), and Fund of Funds (FOF) firms. Built on our cutting-edge AtlasFive® platform and powered by EtonGPT™, this breakthrough offering brings unmatched efficiency, real-time reporting, and automation to fund operations. Eton Solutions has solidified its position as an industry leader, supporting over 1,918 funds and supporting the management of $936 billion in Assets Under Management (AUM) on its AtlasFive® platform. With Fund Administration services currently offered to 550 of its clients’ funds, totaling $27 billion in AUM, Eton Solutions has demonstrated the strength and scalability of its solutions. Let’s shape the future of fund accounting together. Read more: https://lnkd.in/eRsrVFFs

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  • Join us tomorrow for the EtonGPT™ session at the FOTechHub 2nd Annual Tech&Ops Conference. Muralidhran Nadarajah and Stuart Guidry will present an exclusive, hands-on demo of EtonGPT™, showcasing how it is transforming operational automation for family offices. Register here: https://lnkd.in/dNbwF9iW

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    55,065 followers

    Proud tech partner at the FOTechHub 2nd Annual Tech&Ops Conference. Eton Solutions invites you to experience EtonGPT™ with Muralidhran Nadarajah and Stuart Guidry, who will present a hands-on demo of EtonGPT™. EtonGPT™ represents a significant step forward in operational automation for family offices, providing advanced AI-driven capabilities in document management, data extraction, analytical insights, and content creation. By automating these core tasks, EtonGPT™ enables family offices to focus more on their strategic goals and less on day-to-day processes. Reserve your place and learn more about the impact of EtonGPT™: https://lnkd.in/dNbwF9iW #FOTechHub2024 #EtonGPT #FamilyOfficeTech #AI #InnovationInFinance

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    55,065 followers

    EtonGPT™, the world's first Generative-AI platform tailored specifically for family offices, is now embedded within our AtlasFive® ERP platform. This platform will enable wealth managers to achieve a 2X to 4X increase in operational efficiency. Our AI-driven technology elevates data processing and automates routine tasks, dramatically boosting operational efficiency and freeing your team from manual workloads. Family offices face the constant challenge of managing complex financial operations efficiently and securely. Eton Solutions offers a groundbreaking solution. Our integrated wealth management platform consolidates accounting, investment reporting, transaction processing, and document management into one secure system. This isn't just consolidation; it's a transformation powered by cutting-edge AI. As Bryan Henning, SVP of Eton Solutions, explains, "We have built out an extensive capability leveraging AI in a closed loop across client documents, transactions, and holdings, while also allowing inquiry to outside data for analysis. All client information is stored in their own secure database assuring that none of their private information is leaked to outside sources through AI tools." This commitment to security and efficiency is why Eton Solutions was featured in the 2024 Family Office Software Roundup. Explore the article to discover how we're setting a new standard in wealth management: https://lnkd.in/eRf6swJU Forbes Francois Botha Simple #WealthManagement #FamilyOffices #EtonSolutions #Innovation #AI #OperationalEfficiency #CyberSecurity

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Funding

Eton Solutions LP 9 total rounds

Last Round

Series C

US$ 38.0M

See more info on crunchbase