# Eton Solutions

**Canonical:** https://apis.io/providers/eton-solutions/  
**Website:** https://eton-solutions.com/  
**APIs profiled:** 1

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.

## Kin Score — 13.2 / 100 (emerging)

Scored 2026-08-17 under rubric 0.11.0. Trend: flat (+0.0 from 13.2).

| Facet | Score |
|---|---|
| Discoverability | 66.7 |
| Contract Quality | 0.0 |
| Governance | 12.5 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 6.5 |
| Commercial Clarity | 18.4 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## APIs (1)

- **AtlasFive Reporting API** — 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 S...

## Security (2)

- **Eton Solutions Domain Security** — TLSv1.3 · DMARC
- **Eton Solutions Vulnerability Disclosure** — Hackerone

## Tags

Company, Family Office, Wealth Management, Wealth Technology, ERP, Financial Software, Accounting, Artificial Intelligence, Private Wealth, Fintech

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/eton-solutions/). Scores are computed from the provider's own public artifacts under a published rubric.