Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund firms globally. Eton Solutions flagship product AtlasFive is a fully integrated, secure, cloud-native AI-driven software that holistically aggregates and manages all your liquid and alternative investment assets and data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management firms into the future by maximizing efficiency and minimizing errors and risk.
| Website | https://eton-solutions.com |
| Revenue | $60.1 million |
| Employees | 483 (395 on RocketReach) |
| Founded | 2015 |
| Address | 1500 Perimeter Park Dr Suite 150, Morrisville, North Carolina 27560, US |
| Phone | (919) 595-8180 |
| Technologies |
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| Industry | Software Development, Computer, Consumer Electronics, Hardware, Software |
| Keywords | Wealth Management Software, Family Office Technology, Financial Services Technology, Wealthtech, Private Wealth Management, Family Office Services, Estate Planning Software, Investment Management Software, Financial Planning Software, Portfolio Management Software, Trust And Estate Administration, Tax Optimization Software, Compliance Software |
| Competitors | BlackRock, Morningstar, Envestnet, Inc, Addepar, AssetMark, SS&C Advent, eMoney Advisor, Riskalyze, AdvisorEngine, Redtail Technology +35 more (view full list) |
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Eton Solutions LP Questions
The Eton Solutions LP annual revenue was $60.1 million in 2026.
Robert Mallernee is the CEO - Eton Solutions, LP of Eton Solutions LP.
395 people are employed at Eton Solutions LP.
Eton Solutions LP is based in Morrisville, North Carolina.
Top Eton Solutions LP Employees
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Robert Mallernee
CEO - Eton Solutions, LP at Eton Solutions LP
Chapel Hill, NC, US25+ -
13
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Bharath Kumar
Chief Implementation Officer at Eton Solutions LP
Chapel Hill, NC, US22 -
Tom Flint
Vice President of Sales at Eton Solutions LP
San Francisco, CA, US35+ -
Anthony Kane
Vice President of Sales at Eton Solutions LP
Indianapolis, IN, US35+ -
24
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Aaron Olive
Head of Client Strategy at Eton Solutions LP
Chapel Hill, NC, US23 -
21
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John Hufnagel
Vice President of Sales at Eton Solutions LP
Chicago, IL, US24
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