About Eton Advisors
Eton Advisors is a company based in Chapel Hill (United States) founded in 2009 was acquired by Focus Financial Partners in September 2017.. Eton Advisors offers products and services including Wealth Management Services, Investment Philosophy, and Family Office Services.
- Headquarter Chapel Hill, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name Eton Advisors Group, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Focus Financial Partners
(Sep 12, 2017)
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Products & Services of Eton Advisors
Eton Advisors offers a comprehensive portfolio of products and services, including Wealth Management Services, Investment Philosophy, and Family Office Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides customized wealth structuring for high-net-worth families
Focuses on goals-based approach to maximize returns and reduce risks
Offers integrated advice for multi-generational financial needs
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Leadership Team
4 people
Partner Team
3 people
Investment Team
2 people
Wealth Team
2 people
Legal and Compliance
1 people
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Funding Insights of Eton Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Eton Advisors
Eton Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Focus Financial Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Business consulting services are provided to banks and lending institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Eton Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Eton Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Eton Advisors Comparisons
Competitors of Eton Advisors
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Eton Advisors
Frequently Asked Questions about Eton Advisors
When was Eton Advisors founded?
Eton Advisors was founded in 2009.
Where is Eton Advisors located?
Eton Advisors is headquartered in Chapel Hill, United States. It is registered at Chapel Hill, North Carolina, United States.
What does Eton Advisors do?
Eton Advisors was founded in 2009 and is headquartered in Chapel Hill, United States. Wealth management services are offered by the firm to participants in the investment industry. Operations center on financial advisory and portfolio management tailored to high-net-worth individuals and institutions. The company maintains a focus on strategic investment planning and risk assessment within the broader financial services sector.
What products or services does Eton Advisors offer?
Eton Advisors offers Wealth Management Services, Investment Philosophy, and Family Office Services.
Who are Eton Advisors's investors?
Eton Advisors has 1 investor. Key investors include Focus Financial Partners.
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