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Eton Solutions Raises $11.1 million to Extend Cloud-based Family Office Platform

Jun 25, 2020•over 5 years ago

Amount Raised

$11 Million

Chapel Hill

Description

Eton Solutions, L.P. (Eton), the provider of the cloud-based AtlasFive® technology platform for ultra-high net worth wealth management, has closed on an investment round of $11.1 million, bringing total investment in the company and platform to over $20 million. The round was led by existing investors, clients and members of senior management.

Company Information

Company

Eton Solutions

Location

Chapel Hill, North Carolina, United States

About

Eton Solutions, the provider of the AtlasFive® technology platform, empowers ultra-high net worth offices to run more efficiently and deliver a transformational experience to their clients. It is the next-generation technology and services provider built by a UHNW office for the UHNW market. It combines deep expertise in the creation and management of ultra-high net worth offices with strong systems development and unmatched client service teams. AtlasFive enables UHNW offices to enhance the service to their clients through access to integrated CRM, document management, portfolio management and portfolio reporting. Eton is raising the bar on wealth management systems for the 21st century. Eton is working with some of the largest and most sophisticated UNHW offices in the world representing over $250 billion in assets under administration. Eton has 112 employees globally and is headquartered in Chapel Hill, N.C.

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