Transforming Family Offices
At Eton Solutions, we’re transforming the family office of today, and reimagining the family office of tomorrow.
Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. The company is based in the United States, with its international headquarters in Singapore focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated platform that holistically aggregates and manages all your office’s data, reporting, and workflow processes.
Built by a family office, specifically for a family office, our solution allows you to completely rethink what you and your family office can achieve.
Collaboration and domain expertise — reimagined.
We believe our platform can revolutionize the way your office operates because the daily routines of a family office are at the forefront of our software. Each feature of the product is designed to automate and simplify recurring tasks so employees can focus on the office’s priority: the goals of the family it serves.
We’re experts in your domain because we built our careers in your domain. We’ve sat on your side of the table and faced the issues that keep you up at night. Having lived your challenges, we empathize with them, and we set out to solve them.
AtlasFive® evolved out of our Founder’s belief that a holistic approach to family wealth management yields better results than the traditional siloed management system. Therefore, simplified, integrated processes that minimize risk and increase profitability are the basis of our platform.
Our passion for a fully optimized family office inspired us to invent the solution we wanted to see. Growing tired of disparate systems, inaccurate reporting, redundant processes, and the wasting of valuable personnel time, we created AtlasFive® — the first truly integrated wealth management system.
Aggregated on Platform
The Founder’s Journey
Rob Mallernee, CEO of Eton Solutions, discusses why he created AtlasFive® and the need for a unique solution — a solution for a family office built by a family office.
Check out the short video below where our Founder, Robert Mallernee, discusses our journey from family office professionals to family office software innovators.
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Seasoned Professionals Setting
The Industry Standard.
Our leadership team is made up of family office professionals with over 100 years of combined experience in the wealth management industry. We understand the struggles of a modern-day family office and work tirelessly developing smart systems that integrate operations.
Partnering with us means joining a ready-made team of experts. They’ve learned from their experiences and are ready to help you elevate your business using industry-setting best practices. Trust the seasoned professionals who’ve already walked in your shoes to lead you along the path of the future of the family office.
Satyen has previously held senior management positions in several multinational companies and has worked all over the globe. He started his career with Grand Metropolitan PLC/The Pillsbury Company, based out of Minneapolis, MN, and served as their Director of Strategic Development. He continued his business development work in the food and beverage industry when he joined Pepsi-Cola International in New York, where he was Director, International Business Development & Operations. Thereafter, Managing Director for Nike Southeast Asia & South Asia based out of Singapore and a non-executive director at 3i PLC Asia-Pacific before setting off to found Cambridge Solutions Ltd. in London.
In addition to his years of experience in senior management for business development, Satyen has held a variety of board positions. He is currently a member of the board for Neilsoft Ltd. Formerly, a board member for ICON Aircraft Inc. He was the co-founder and Chairman of Prescient Inc., and prior to that a co-founder and Executive Vice Chairman for Cambridge Solutions Ltd. a publicly listed IT and BPO company in financial services.
Robert E. Mallernee
As Chief Executive Officer of Eton Solutions, Rob leads a third-generation wealth management technology firm in developing and offering the most comprehensive, integrated platform for the family office, multi-family office and wealth manager market. The Eton Solutions platform is based upon Rob’s deep domain expertise in wealth management, supplemented by strong systems development and client service teams.
Prior to Eton Solutions, Rob co-founded a Multi-Family Office, Eton Advisors. This came after he served as head of the UBS Multi-Family Office Group. Earlier in his career, Rob served as a founding principal of the US Trust Multi-Family Office, and before that, as head of the Private Asset Management Group at NC Trust Company, which was sold to US Trust in 1999. He began his career at Arthur Andersen and Price Waterhouse in North Carolina and Chicago, where he was a Senior Tax Manager. His experience is particularly deep in estate and income tax planning, investment advisory services, and complex governance and succession issues.
Rob co-teaches a graduate-level course, Personal Investing & Wealth Management, at the University of North Carolina’s Kenan-Flagler Business School. He is a Chartered Financial Analyst. Rob holds an MBA in International Business & Finance from the University of Chicago and a BS from the University of North Carolina at Chapel Hill.
Rob also is an official member of the Forbes Finance Council. Members are selected based on their depth and diversity of experience and are involved in private forum discussions, partnerships and collaborations.
Kevin J. P. Hayes
Kevin Hayes joined Eton Solutions in 2020. Kevin’s day-to-day responsibilities are wide-ranging, including client interactions, sales, implementation, and services. As President of Eton Solutions, Kevin also serves as a visionary leader for the company and ensures Eton Solutions’ mission drives every decision the company makes.
With significant asset management experience in both the US and the UK, Kevin brings a global perspective to Eton Solutions, along with more than 30 years of experience in international financial services.
Kevin’s decade-plus years of experience with listing public companies on global stock exchanges positions Eton Solutions to become a world-renowned company. Most recently, Kevin was CFO of River and Mercantile Group PLC and facilitated their efforts for a premium listing on the London Stock Exchange in 2014. While leading this charge, he was responsible for Finance, Legal, Compliance and Operations of the Pension Advisory and Asset Management businesses.
His previous experience prepared him well for that task, as he was instrumental in the spin-off and listing of MF Global on the New York Stock Exchange during his role as Finance Director and Board member of the FTSE 100 listed asset manager Man Group PLC (2007-2012). During his time with Man Group PLC, he was responsible for the finance and treasury functions in the UK, Switzerland, the US, Singapore, Hong Kong, and Japan. Kevin’s leadership roles in international financial services and his experience listing public companies make him an invaluable asset to the Eton Solutions executive team.
Prior to these roles, Kevin spent over a decade with Lehman Brothers. He started there in 1995 as Managing Director, CFO Capital Markets, and covered the Fixed Income, Equities, and Private Client businesses before moving to the UK in 2001 to become Lehman’s International CFO (covering Europe and Asia). He further expanded his international management experience when he became Head of Productivity and Process Improvement in 2005. In this position, he co-led the Lehman India offshoring operations.
Kevin started his career at Ernst & Young in New Zealand, where he started in Audit. While there, he was seconded to the NZ Securities Commission to assist in the rewrite of the Companies Act due to his accounting and legal experience. He moved to EY New York in 1989 where he became a Partner in the Financial Services practice covering publicly listed investment banks and foreign registered banks operating in the US.
Kevin is a graduate of Victoria University, New Zealand, with bachelor’s degrees in both Law and Accounting. He was admitted as a Barrister and Solicitor of the High Court of New Zealand. Kevin is also a Certified Public Accountant in California.
Phil Ierardi joined Eton Solutions in April of 2021 as Senior Vice President of Sales. Phil is a 25 year veteran of Fidelity Investments. He spent the last 16 years building out the Fidelity Family Office Services business from a start-up in 2004 to over 450 clients and nearly $200 billion in assets. In his last role with FFOS, Phil was SVP, of Family Office Sales. He oversaw the business development function nationally, as well as the reporting services function consisting of a team of consultants focused on technical and operational efficiency. Having worked with hundreds of single-family and multi-family offices, Phil has extensive knowledge in the area of financial technology and operations as it pertains to the challenges inherent in supporting UHNW clients. Prior to his roles in sales and consulting, Phil was responsible for a team of middle office, back office and product management professionals focused on the development and delivery of reporting services to SFO and MFO clients. He was part of the build out and creation of a new platform, as well as the implementation of a world class service model.
Prior to his career at FFOS, he worked at Fidelity Charitable in a series of roles. Phil was responsible for managing the modernization and conversion of the Fidelity Charitable infrastructure to a new platform. He helped launch a new business for an outsourced, white-labeled donor advised fund. Lastly, he worked as a relationship manager promoting the Fidelity Charitable services to T&E attorneys, CPAs, RIAs and UHNW individuals.
Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President, Head of International. Bryan is based in Singapore, where he leads Sales & Marketing efforts for all International countries outside of North and South America.
He leads client interactions, sales, implementation, marketing and services throughout Asia, Middle East, Australia, New Zealand, Europe and Africa, and supports all company operations in Singapore.
Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW and UHNW clients.
While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.
Bryan graduated from University of British Columbia, Canada, with a Bachelor of Commerce. He obtained a Chartered Accountants designation from the Institute of Chartered Accountants of British Columbia and has recently joined the faculty of the Wealth Management Institute, supporting the provision of Product and Advisory Services courses. Bryan previously supported Eton Solutions’ international expansion strategy as an advisor.
Nimish comes to Eton with 25+ years of experience as an entrepreneur and in senior executive roles at listed companies across the world. Nimish leverages his deep expertise in large implementations and operations by developing and building Eton Solutions’ onboarding and client operations teams. He has put in place best-in-class methodologies and practices to allow Eton Solutions to quickly scale the operations.
Prior to joining Eton, Nimish started his career at Cap Gemini and later founded several companies including ProcessMind and FirstLife. ProcessMind became a 5000 employee company with employees and customers around the world. After several M&As, ProcessMind became a part of Xchanging (listed in London) where Nimish served as part of the global executive management board.
Jeegar Patel leads the product and technology development group at Eton Solutions.
He is a thought leader with a commercial product mindset and has an exceptional track record of shaping and executing technology transformation and business process reengineering strategies. He is responsible for the design of integrated platform architecture and building a comprehensive end-to-end solution that fully integrates all operational aspects of the wealth management life cycle, empoweringFamily Offices to run more efficiently and deliver a transformative experience to their clients.
Jeegar joined us from BlackRock, after serving for 18 years as Managing Director responsible for the accelerated technology vision and commercial product launch strategy for Aladdin’s Accounting, Performance, Provider Oversight and Reporting capabilities – Key engine of business growth, for harvesting incremental revenue from existing clients and distinguishing value proposition for prospects. He has championed industry leading Post Trade operational scale and efficiency, with an accomplished history of building scale engineered, resilient, and open architecture platform solutions for clients across Asset Management, Insurance, Pensions and Asset Servicer landscape.
Jeegar holds a Bachelors degree in Electronics Engineering and Masters degree in Electrical Engineering with specialization in Automation Control and Robotics from The Maharaja Sayajirao University of Baroda.
For 30+ years, Murali has built and managed teams that deliver best-in-class software projects and products at Fortune 300 companies and startups worldwide. He also co-founded Digite, a Silicon Valley-based start-up that develops and sells software tools that streamline engineering collaboration.
Prior to Eton, Murali held key consulting and engineering roles with DXC Technology, Xchanging, Banctec, and HCL customers including ETrade, American Express, Credit Suisse, Deutsche Bank, Wells Fargo, and Bank of America.
Bharath Kumar is Chief Implementation Officer for Eton Solutions, with executive responsibility for managing all implementation functions. He works closely with the executive and senior leadership teams in executing the firm’s strategic vision. His key responsibilities include developing high caliber implementation talents and developing methodology, implementation operating procedures, and global infrastructure that improves Eton’s implementation efficiencies.
Bharath brings over 24 years of global experience to Eton Solutions. Prior to joining Eton Solutions, he was the Chief Operating Officer of Arthur J Gallagher’s International Division, in which he was responsible for overseeing operations across 25 countries. While at Arthur J Gallagher, he did extensive work in M&A and integrations, and was responsible for implementing operating models and professional standards across multi-cultural operating teams. His previous role was Head of Implementation in a global firm that provided technology and business operations services around the world for clients in various industries, including banking, insurance, insurance broking, pensions, property asset management, and logistics.
Bharath holds an MBA in Financial Management from Mangalore University in India, with specialization in capital assets and portfolio theories.
Robert E. Mallernee
Kevin J. P. Hayes
Our Experienced Board of Directors
Robert E. Mallernee
W. Jackson Parham, Jr.
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Eton Solutions Ranked Number 233 Fastest-Growing Company in North America on the 2023 Deloitte Technology Fast 500™
EtonSolutions, L.P. announced it ranked 233 on the Deloitte Technology Fast 500™, a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 29th year.
Join Us In Reimagining The Family Office.
Eton Solutions is always looking to expand our team.