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Eton Solutions LP logo — At Eton Solutions, we’re transforming the family office of t...

Eton Solutions LP

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

Founded 2015 United States Morrisville, United States 370 employees Series C Total: $61.27M IT, Wealth Management

General Information

Company Name Eton Solutions LP
Founded Year 2015
Location United States Morrisville, United States +1
Founders / Decision Makers
Team member Team member
Employees 370
Industries IT, Wealth Management
Funding Stage Series C
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About Eton Solutions LP

Eton Solutions LP is a Wealth Management startup based in the United States. Founded in 2015, the company's motto is, "At Eton Solutions, we’re transforming the family office of today, and reimagining the family office of tomorrow." Eton Solutions specializes in developing software and services tailored to meet the needs of ultra-high-net-worth families. Their flagship product, AtlasFive®, has a remarkable $737+ billion assets managed on the platform, enabling it to holistically aggregate and manage all data, reporting, and workflow processes of a family office. This integrated approach provides a single source of truth, leading to maximum efficiency and reduced errors and risks for the family offices. In a recent development, the company received a substantial $38.00M Series C investment on 12 July 2022, with the investment coming from NAVIS. Eton Solutions continues to position itself as a frontrunner in the evolution of family office management, offering innovative solutions to streamline operations and improve decision-making for ultra-high-net-worth families.

Taxonomy: family office, services, ultra-high-net-worth, AtlasFive, integrated platform, reporting, workflow processes, investment, technology

Funding Rounds & Investors (9)

View All
Funding Stage Amount Investors Lead Investors Date
Series C •••••• 1
Investor
12 Jul 2022
Debt Financing •••••• - 11 Mar 2021
Debt Financing •••••• - 06 Jul 2020
Venture Round •••••• - 25 Jun 2020
Venture Round •••••• - 07 Jun 2019

View All 9 Funding Rounds

Eton Solutions LP Alternatives & Competitors

Eton Solutions LP vs
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Eton Solutions LP vs
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Eton Solutions LP vs
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FAQ About Eton Solutions LP

At Eton Solutions, we’re transforming the family office of today, and reimagining the family office of tomorrow.
Eton Solutions LP was founded in 2015.
Eton Solutions LP is headquartered in Morrisville, United States.
Eton Solutions LP operates in the following industries: IT, Wealth Management.
Eton Solutions LP has approximately 370 employees.
Eton Solutions LP has completed 9 funding rounds, raising a total of $61.27M. The latest funding stage is Series C.
Top alternatives and competitors to Eton Solutions LP include Super, iPaladin, Tosetti Value - Il Family office, One Family Office, Crown Wealth Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Eton Solutions LP and Super are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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