ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.

Computing

Investment Management

Software

ETON Solutions

ETON Solutions' headquarters in Chapel Hill, NC, United States

Robert Mallernee

Nimish Soni

Jeegar Patel

Kevin J.P. Hayes

Tim Raby

Taruna Gautam

Muralidhran Nadarajah

The Analyst Team at ETON Solutions operates within the wealth management technology firm to deliver comprehensive financial analyses, support family office operations, implement investment strategies, and ensure client satisfaction. They provide crucial insights, handle fund accounting, conduct talent acquisition, and support sales processes, all aimed at enhancing the efficiency and effectiveness of wealth management for high-net-worth families and family offices.

Analyst Team

The Engineering Team at ETON Solutions designs, develops, and maintains the company's advanced wealth management software tailored for family offices and multi-family offices. They focus on creating scalable and efficient solutions that meet the unique needs of high-net-worth clients. This team collaborates to innovate, enhance security, and ensure the seamless integration of financial tools and analytics within the platform.

Engineering Team

The Leadership Team at ETON Solutions is responsible for guiding the strategic direction of the company, ensuring operational excellence, driving innovation in wealth management technology, and expanding the company's presence in the international market. This team of senior executives oversees key functions such as sales, product development, technology, client engagement, and platform architecture, to deliver exceptional solutions for family offices and multi-family offices.

Leadership Team

The Product Management team at ETON Solutions is responsible for the strategic planning, development, and lifecycle management of wealth management technology solutions tailored for family offices and multi-family offices. This team collaborates closely with stakeholders to define product vision, ensure exceptional user experiences, and drive innovation to meet market needs.

Product Management

The Sales and Marketing Team at ETON Solutions is responsible for driving brand awareness, lead generation, and revenue growth within the family office and multi-family office market. They develop and execute marketing strategies, manage client relationships, and identify new business opportunities to ensure the firm's technological solutions reach a global clientele.

Sales and Marketing Team

The Client Relations and Experience team at ETON Solutions ensures exceptional service and tailored experiences for clients in the family office market. Comprised of roles such as Client Relationship Manager, Senior Manager - Client Experience, Client Experience, and Director - Client Service, the team focuses on fostering strong client relationships, addressing client needs proactively, and continuously enhancing the overall client journey with ETON Solutions' wealth management technology.

ETON Solutions

Org chart

Teams

Analyst Team

Engineering Team

Leadership Team

Product Management

Sales and Marketing Team

Client Relations and Experience

Offices

ETON Solutions

Org chart

Teams

Analyst Team

Engineering Team

Leadership Team

Product Management

Sales and Marketing Team

Client Relations and Experience

Offices

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