# Robert Mallernee

> Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.

- **Role:** Founder & CEO at Eton Solutions, LP
- **Organizations:** Eton Solutions, LP, Eton Advisors, UBS Multi-Family Office Group, US Trust, NC Trust Company, Arthur Andersen, Price Waterhouse, UNC Kenan-Flagler Business School, Forbes Finance Council
- **Nationality:** American
- **Education:** BS, University of North Carolina at Chapel Hill, MBA, International Business & Finance, University of Chicago Booth School of Business
- **Known for:** Founded and scaled Eton Solutions, whose AtlasFive platform serves 1,000+ ultra-high-net-worth families, AtlasFive manages $1.4+ trillion in assets and processes 24.5+ million transactions annually, Quadrupled company revenue and grew the client base 340% across 15 countries over three years

## Career timeline

- **Early career** — Worked at Price Waterhouse and Arthur Andersen in tax and advisory roles
- **—** — Led the Private Asset Management Group at NC Trust Company
- **—** — Founding principal of US Trust's Multi-Family Office; later led the UBS Multi-Family Office Group as Managing Director
- **—** — Co-founded and led Eton Advisors, a multi-family office that built the original AtlasFive platform
- **2015** — Founded Eton Solutions, LP to commercialize AtlasFive as technology and services for the wider industry
- **2024** — Launched EtonGPT-enabled (now EtonAI) fund accounting platform targeting private equity general partners
- **2025** — Closed $58M Series C led by Navis Capital Partners to expand AtlasFive and EtonAI globally

## Achievements

- Founded and scaled Eton Solutions, whose AtlasFive platform serves 1,000+ ultra-high-net-worth families
- AtlasFive manages $1.4+ trillion in assets and processes 24.5+ million transactions annually
- Quadrupled company revenue and grew the client base 340% across 15 countries over three years
- Raised a $58M Series C in 2025 (total funding reported around $91.7M)
- Chartered Financial Analyst (CFA) charterholder
- Co-teaches a graduate-level Private Wealth Management course at UNC's Kenan-Flagler Business School
- Member of the Forbes Finance Council

## Latest updates

- **2025-07** — Eton Solutions closed a $58M Series C led by Navis Capital Partners to fund AtlasFive product innovation and AI development.
- **2024-11** — Eton launched an EtonGPT (now EtonAI) enabled fund accounting platform aimed at private equity general partners.

## Links

- Website: https://eton-solutions.com
- LinkedIn: http://www.linkedin.com/in/robert-mallernee-33647713

---

Profile page: https://yespress.io/robert-mallernee
Published by YesPress — https://yespress.io
Last updated: 2026-06-08