Key Business Breakdowns
Products & Services
Professional Services
Advisory and administrative services that integrate technology, automation, and specialized expertise to optimize the administrative, operational, and ••••••••• ••••••••• •• •••••-••••-•••-••••• •••••• •••••••.
Wealth Management Platform
Investment and financial management platform that facilitates the operations of ultra-high-net-worth family offices by integrating key functions, incl••••• •••••• ••••••••••, ••••••••• •••••••••, ••••••• •••••• ••• •••• ••••••••••, ••••••••••• ••••••••••, ••• ••••••••••, ••• •••••• •••••••••.
Pricing & Go-to-market
Typical Contract Length
•.• •••••.
Average Sales Cycle
•-• ••••••.
Growth Review
Customer Overview
•.•• •••••••••, •••••••• •. ••• ••••• •• ••••• ••••••-•••••• ••• •••••-•••••• •••••••.
Customer Concentration
••••••• •• ••••••••••• •••••• ••• •••••••• ••••.
Barriers to Switching
•••• ••••••••• •••••.
| Company Name | Revenue | FTE | Proprietary Insights | HQ | Ownership Type |
|---|---|---|---|---|---|
 Eton Solutions | - | ••• '•• | - | USA | V•••••••• |
 Archway | - | - | - | - | - |
Relevant Companies
Alacriti
Payment processing and management phowlatform for banks, credit unions, and insurers to manage electronic bill payments, facilitate funds transfers, and support disbursements.
HQ
Ownership
InvestorFlow
Cloud-based platform for private equity, venture capital, and real estate investment firms to manage fundraising, deal sourcing, pipeline management, investor relations, and reporting.