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Eton Solutions
Eton Solutions
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Provider Type

Technology Providers

Tagline

The Only Integrated, Secure WealthAI Solution You Need

Founded

2015

Location

United States of America

Verified

Verified

Categories

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

WIZE by TeamWork
WIZE by TeamWork
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Provider Type

Technology Providers

Tagline

The all-in-one Wealth & Asset management IT platform

Founded

2010

Location

Luxembourg

Verified

Verified

Categories

AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

Client Types

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