ETON Solutions

ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Wealth Management, so expect those to show up in the feature set. They are a mid-sized team, 201 to 500 people, which usually shapes who they work with.

ETON Solutions is based in Morrisville, North Carolina and around since 2015. You can read more at eton-solutions.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used ETON Solutions? Rate it.