ATON Financial
Aton Financial, established in 2014, is a wealth manager and registered investment adviser based in San Juan, Puerto Rico. It provides services including fee-based investment advisory, financial planning, and portfolio management.
ATON Financial
Aton Financial, established in 2014, is a wealth manager and registered investment adviser based in San Juan, Puerto Rico. It provides services including fee-based investment advisory, financial planning, and portfolio management. Aton Financial advises individuals, trusts, and corporations, offering discretionary and non-discretionary investment advisory services.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
—
Location
Region
—
Country
—
City
San Juan
Corporate office
GM Group Plaza 1590 Ponce De Leon Avenue Suite 206
Frequently asked questions
What is ATON Financial?
ATON Financial is a bank / wealth / trust headquartered in San Juan.
When was ATON Financial founded?
ATON Financial was founded in 2014.
Where is ATON Financial headquartered?
ATON Financial is headquartered in San Juan.
What does Altss track for ATON Financial?
Altss maintains an OSINT-verified profile of ATON Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is ATON Financial's website?
ATON Financial's public website is atonfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is ATON Financial?
ATON Financial is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on ATON Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for ATON Financial?
ATON Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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