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-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.
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