Eton Solutions

aid: eton-solutions
name: Eton Solutions
description: 'Eton Solutions, L.P. is a Morrisville, North Carolina wealth-technology company that builds AtlasFive, a purpose-built
  ERP platform for single-family offices, multi-family offices, private funds and the ultra-high-net-worth families they serve.
  AtlasFive consolidates general ledger and partnership/fund/trust accounting, investment management and performance, bill
  pay and transaction processing, tax workflow, CRM and document management onto one data core, and aggregates positions and
  transactions from more than 1,500 banks and custodians via direct electronic feeds, portal scrapes, PDF statement extraction
  and partner aggregators. The EtonAI product line layers a knowledge graph and generative-AI assistants over that core. Integration
  is delivered through customer-scoped Reporting APIs and a Power BI connector rather than a public developer program: Eton
  Solutions publishes no public developer portal, API reference, OpenAPI definition, SDK or sandbox as of August 2026. The
  company does publish a substantial compliance posture — ISO/IEC 42001 (AI management), ISO/IEC 27001, ISO/IEC 27701, SOC
  1 Type II and SOC 2 Type II, with GDPR and CCPA alignment — and the platform is hosted on Microsoft Azure. Founded out of
  the multi-family office Eton Advisors and led by CEO Robert Mallernee with Executive Chairman Satyen Patel, with additional
  offices in Dubai and Bengaluru.'
url: https://raw.githubusercontent.com/api-evangelist/eton-solutions/refs/heads/main/apis.yml
x-api-posture: no-product-api
x-api-posture-basis: observed
x-type: company
x-source: harvest:secondary-market
x-tier: no-public-api
x-tier-reason: Enriched 2026-08-04. AtlasFive exposes customer-gated Reporting APIs and a Power BI integration, but Eton Solutions
  publishes no developer portal, API reference, OpenAPI, SDK, sandbox or MCP/A2A surface, and no api/docs/developer subdomain
  resolves.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - security
  generated: '2026-09-02'
  method: derived
specificationVersion: '0.23'
image: https://www.google.com/s2/favicons?domain=eton-solutions.com&sz=128
created: '2026-08-04'
modified: '2026-08-04'
tags:
- Company
- Family Office
- Wealth Management
- Wealth Technology
- ERP
- Financial Software
- Accounting
- Artificial Intelligence
- Private Wealth
- Fintech
apis:
- name: AtlasFive Reporting API
  description: Customer-scoped reporting APIs exposed by the AtlasFive platform, used to build tailored reporting on top of
    AtlasFive data alongside the documented Power BI integration. Eton Solutions advertises the capability on the AtlasFive
    product page but publishes no public API reference, OpenAPI definition, base URL, authentication guide or sandbox — access
    and documentation are provided to contracted clients only. Recorded here as an evidenced, non-public API surface; no specification
    has been fabricated.
  humanURL: https://eton-solutions.com/solutions/atlasfive/
  x-access: customer-gated
  x-evidence:
    claim: '"Reporting APIs" and "Power BI Integration" listed as AtlasFive platform capabilities on the vendor product page.'
    source: https://eton-solutions.com/solutions/atlasfive/
    checked: '2026-08-04'
    public_documentation: none-found
  tags:
  - Reporting
  - Wealth Management
  - Family Office
  properties:
  - type: ProductPage
    url: https://eton-solutions.com/solutions/atlasfive/
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://eton-solutions.com/
- type: About
  url: https://www.eton-solutions.com/about-us
- type: Company
  url: https://eton-solutions.com/company/
- type: Leadership
  url: https://eton-solutions.com/company/leadership/
- type: Solutions
  url: https://eton-solutions.com/solutions/
- type: Partners
  url: https://eton-solutions.com/clients/partners/
- type: Support
  url: https://eton-solutions.com/contact-us/
- type: Blog
  url: https://eton-solutions.com/blogs/
- type: News
  url: https://eton-solutions.com/company/newsroom/
- type: Insights
  url: https://eton-solutions.com/insight/
- type: Careers
  url: https://careers.eton-solutions.com/
- type: LinkedIn
  url: https://www.linkedin.com/company/eton-solutions
- type: TermsOfService
  name: Acceptable Use Policy
  url: https://www.eton-solutions.com/acceptable-use-policy
- type: DataProcessingAgreement
  url: https://eton-solutions.com/data-processing-agreement/
- type: DataControllerAgreement
  url: https://eton-solutions.com/data-control-agreement/
- type: InformationSecurityPolicy
  name: Information Security Policy Statement
  url: https://eton-solutions.com/information-security-policy-statement/
- type: Compliance
  name: AtlasFive certifications and compliance posture
  url: https://eton-solutions.com/solutions/atlasfive/
- type: Conformance
  url: conformance/eton-solutions-conformance.yml
- type: DomainSecurity
  url: security/eton-solutions-domain-security.yml
- type: LLMsTxt
  url: llms/eton-solutions-llms.txt
- type: SecondaryMarket
  url: https://www.hiive.com/securities/eton-solutions-stock
x-enrichment:
  date: '2026-08-04'
  status: enriched
  artifacts_added: 6
  pass: local-v1