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Case Study

Eton Solutions, White Logo

Driving U.S. Visibility for Eton Solutions With a $58M Series C

  • fintech futures, logo, logo white
  • family wealth report, logo, white logo
  • asset servicing times, logo, white logo
  • fintech global logo, fintech global, white logo
  • future banking, logo, white logo
  • the drawdown, white logo, logo drawdown

The Value We Created

  • 35+

    pieces of media coverage

  • 5

    media interviews secured 

  • 100%

    key fintech vertical trades reached

As Seen In:

Eton Solutions, Eton, Eton Case Study, Funding
The Challenge

Eton Solutions, a U.S.-based provider of wealth management software for family offices, had historically focused its public relations efforts abroad to reach global clients. With its latest funding round, the company set out to raise its profile in the U.S. and engage a broader range of wealth-management audiences.

Where CVM Came In

We turned Eton Solutions’ Series C funding news into a business expansion story, showcasing the company’s success in the family office space and its ability to address challenges across other financial services verticals.

Here’s How We Did It

We positioned Eton Solutions as the top technology partner for the world’s wealthiest families.

By emphasizing that the company’s platform was built by a family office for family offices and highlighting key client success metrics, we underscored Eton’s deep understanding of the specialized market it served. This reinforced its reputation as the clear leader in family office technology.

Eton Solutions, Article Clips

We set the scene for Eton’s growth in new financial services verticals.

Eton had long powered private equity and advisory firms behind the scenes, but its newly secured funding created an opportunity to bring that work into the spotlight. We amplified the company’s story in these verticals and used the news to introduce Eton to U.S. private equity and venture capital publications and their audiences.