Tenth Family Wealth Report Family Office Fintech Summit 2025

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. and internationally – 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 a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com

SumIt is an intuitive family office accounting software that consolidates your financials across multiple entities with a couple clicks. We are specifically designed for you with Bill.com and Addepar integrations, and statements such as our net worth statement. Leveraged by accountants, controllers, CFOs, and principals, SumIt gives time and confidence back to family offices and a much simpler view of their complexity.