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ETON Solutions

Family office software

ETON Solutions logo
201-500 employees
  • Fintech
  • B2B
  • Investing
  • Financial Services
  • SaaS
Morrisville, NC

Company mission

To provide trust — in the data, in the process and in the reporting.

Our take

ETON Solutions manages and simplifies transactions for ultra-high-net-worth families. With their lead product AtlasFive, ETON Solutions has created an integrated platform that organises and manages data, reporting, and workflow processes, reducing errors and risks in the process.

Founded by veteran financial analyst and tax manager Robert Mallernee, ETON Solutions saw $38 million in Series C funding during 2022, led by Navis Capital Partners.

ETON’s Series C investment partners are notable, reflecting a growing trend of high-net-worth family offices using Singapore as their base. Asian high-net families have risen dramatically in the last twelve years and ETON’s partnership, alongside their own offices in India, shows that the company is expanding its reach from its North Carolina base of operations.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Funding (last 2 of 6 rounds)

Jul 2022

$38m

SERIES C

Mar 2021

$2.3m

LATE VC

Total funding: $58.6m

Leadership

Previously Managing Director of UBS AG, Managing Director of US Trust and Senior International Tax Manager at Price Waterhouse Coopers