About Us

About Us

Eton Solutions is the comprehensive, integrated solution for the ultra-high net worth office.

WHY CHOOSE ETON
Eton Solutions empowers the ultra-high net worth office to deliver a transformational experience.

We are the next-generation technology and services provider. Eton Solutions was built by a UHNW office for a UHNW office and so combines deep expertise in the ultra-high net worth office with strong systems development and client service teams.

Eton Solutions is the premier wealth management system for the 21st century.

Mission

To empower the ultra-high net worth office to deliver a transformational experience

Vision

To set the industry standard for how sophisticated wealth is managed

Eton Services for Success

Leadership Team

Robert E. Mallernee

Robert E. Mallernee

CEO

With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors, the highly successful multi-family office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office.

Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.

Allen Wilson

Allen Wilson

President

Allen joined Eton Solutions with 35+ years of experience in tax field, including senior leadership roles at Andersen, Grant Thornton, and UNC Kenan-Flagler Business School. He has held multiple board and council positions, is a Certified Public Accountant.

Nimish Soni

Nimish Soni

Chief Operating Officer

Nimish brings 25+ years of operations experience in scaling middle and back office services rapid growth. Prior to joining Eton Solutions, Nimish founded ProcessMind, a business processing outsource start-up, and assisted with multiple mergers and acquisitions thereafter. Nimish has served as CEO of multiple organizations, and co-founded a wellness social network.

Bill Green

Bill Green

Chief Financial Officer

Bill has 35+ years of experience, including over 25 years in CFO or COO roles for private equity backed companies. He has led start-ups through successful private equity exits, IPO, and recaps. Bill is a Certified Public Accountant with expertise in tax.

Tim Raby

Tim Raby

Chief Technology Officer

Tim joined Eton Solutions with 30+ years of experience in financial services and technology, including deep international experience at the executive level.

Deb Bawcom

Deb Bawcom

Chief Product Officer
Steven Draper

Steven Draper

Subject Matter Expert

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