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Eton Solutions
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
The Only Integrated, Secure WealthAI Solution You Need
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Founded
2015
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Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
AccountingConsolidated ReportingCRMData AggregationFully Integrated PlatformGeneral Ledger AccountingPortfolio ManagementRisk ManagementTransaction Processing
Consolidated ReportingCRMPortfolio Management
Services
Wealth Management
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Target Segments
Multi-family officeSingle-family officeFund manager
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
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—
Client Types
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Provider Type
Technology ProvidersTagline
The Only Integrated, Secure WealthAI Solution You NeedFounded
2015Location
United States of AmericaVerified
VerifiedCategories
AccountingConsolidated ReportingCRMData AggregationFully Integrated PlatformGeneral Ledger AccountingPortfolio ManagementRisk ManagementTransaction Processing
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeFund manager
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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