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Eton Solutions

1500 Perimeter Park Drive, Suite 150, Morrisville, North Carolina, 27560, United States

Overview

Eton Solutions provides the AtlasFive® wealth-management and ERP platform that consolidates data, services and workflows for single and multi-family offices, private equity firms, funds, RIA firms and private banks. Its platform manages 130,000 entities, oversees 205,000+ investments, processes more than 14 million annual transactions and handles $65 billion in annual bill payments. The company says AtlasFive® is in use by more than 800 of the world’s wealthiest families and that it has developed over 400 AI use cases on this data-rich foundation. Over the past three years Eton has more than quadrupled revenue and expanded its client base by 340% across 15 countries; it employs 425 people and has invested $50 million in product development over the last decade. With U.S. headquarters in North Carolina and international headquarters in Singapore, the company plans to use the new funding to accelerate AI innovation, broaden its product suite into private equity and funds, and launch offerings for individuals with $25 million or more in assets.

Total raised
$58M
Funding rounds
1
Latest round
Series C
Latest activity
Jul 2025

Industries

  • Computer
  • Software
  • Wealth Management
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Recent funding

  1. Series C

    Jul 2025

    $58M

Team

  • Robert E. Mallernee

    CEO

    LinkedIn
  • Nimish Soni

    Chief Operating Officer

  • Phil Ierardi

    SVP Sales

  • Kevin JP Hayes

    President