Eleventh Family Wealth Report Family Office Fintech Summit 2026

Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Eton Solutions’ AI-driven cloud-native platform, AtlasFive®, is a fully integrated platform which seamlessly integrates core wealth management functions, from Data Aggregation, Entity Management, Portfolio Management, Performance Reporting, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Transaction Processing, Tax Ledger, Private Loan Management and Client Reporting, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products. Eton Solutions also offers Administrative Family Office (AFO™), backed my managed services, to economically address wealth owners with lower AuMs. The Global Technology Center collaborates with clients to manage middle and back-office operations, offering comprehensive services including data aggregation, fund administration, accounting, transaction processing, and compliance support. Eton Solutions has developed the world’s first Generative AI application, EtonGPT™, for the Family Office Industry. The AI technology seamless integrates with AtlasFive® CRM Knowledge Graph, Document Management, Investment and Accounting functions. This allows EtonGPT™ to understand the context and relationship between data points, enabling automation of complex cognitive tasks and augmenting staff knowledge. Eton Solutions is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ AtlasFive®, manage over US$936 billion on the integrated platform that holistically aggregates and manages all liquid and alternative investment assets and office’s data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management into the future by maximizing efficiency and minimizing errors and risk.

Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 20 consultants throughout the country.

As a multi-award-winning managed service provider (MSP), Omega Systems is passionate about delivering the security and compliance expertise today’s businesses need alongside the responsive and reliable managed IT support they deserve. Omega’s service-driven IT solutions portfolio includes 24x7 managed IT support, cybersecurity risk management, managed detection & response (MDR), backup and disaster recovery, IT compliance services and more. Serving financial firms across the U.S. – including family offices, RIAs, hedge funds, and other investment firms – Omega Systems delivers a superior and satisfying customer experience unparalleled by other MSPs.

BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 8 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.

Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Eton Solutions’ AI-driven cloud-native platform, AtlasFive®, is a fully integrated platform which seamlessly integrates core wealth management functions, from Data Aggregation, Entity Management, Portfolio Management, Performance Reporting, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Transaction Processing, Tax Ledger, Private Loan Management and Client Reporting, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products. Eton Solutions also offers Administrative Family Office (AFO™), backed my managed services, to economically address wealth owners with lower AuMs. The Global Technology Center collaborates with clients to manage middle and back-office operations, offering comprehensive services including data aggregation, fund administration, accounting, transaction processing, and compliance support. Eton Solutions has developed the world’s first Generative AI application, EtonGPT™, for the Family Office Industry. The AI technology seamless integrates with AtlasFive® CRM Knowledge Graph, Document Management, Investment and Accounting functions. This allows EtonGPT™ to understand the context and relationship between data points, enabling automation of complex cognitive tasks and augmenting staff knowledge. Eton Solutions is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ AtlasFive®, manage over US$936 billion on the integrated platform that holistically aggregates and manages all liquid and alternative investment assets and office’s data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management into the future by maximizing efficiency and minimizing errors and risk.

With its patented, AI-powered SaaS automation and collaboration platform, K1x digitizes and distributes IRS Schedules K-1, K-3, and 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities.

Masttro is the global leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights. The platform utilizes AI to seamlessly aggregate wealth data across all asset classes—including alternative investments, collectibles, and real estate—and is backed by robust cybersecurity infrastructure. With more than 650 proprietary data feeds from leading custodians worldwide, Masttro sets the benchmark for innovation in wealth management technology. Hundreds of leading SFOs, MFOs, RIAs, financial institutions, and professional services firms rely on the Masttro platform to serve more than 10,000 end clients in 40 countries.

SumIt Software provides intuitive accounting software built for family offices, making it easy to manage financials across multiple entities. With AI-powered automation, seamless bank integrations, and one-click consolidated reporting, SumIt eliminates complexity so that family offices can save time, improve accuracy, and focus on strategic decision-making.

Mantle is building modern solutions for managing private assets, from cap tables to capital calls. Institutional investors still operate with fragmented manual processes, logging into dozens of GP portals and spending 40+ hours weekly on administrative tasks instead of strategic analysis. Mantle Portal solves this by automating the collection of documents from all investor portals and emails, using AI to extract critical data, and transforming unstructured information into real-time investment intelligence. The platform eliminates weeks of manual work, delivering a single source of truth across private and public investment portfolios.

leafplanner is redefining the future of family office technology. As a pioneering WealthTech platform, we transform the way affluent families and their advisors organize, manage, and protect their legacy. Built on decades of wealth advisory and risk management expertise, leafplanner goes beyond traditional tools by integrating both hard data and the emotional intelligence that drives family decision-making. Our award-winning platform empowers families to stay educated, engaged, and prepared while providing advisors with powerful workflow management, blind spot identification, and succession-of-information capabilities. With a focus on multigenerational clarity and continuity, leafplanner ensures families and their enterprises are positioned for long-term success and peace of mind.