ETON Solutions
ETON Solutions is a third-generation wealth management technology firm developing and offering the most comprehensive, integrated wealth management platform for the family office and multi-family office market. The firm was founded based on deep domain expertise in the family office field supplemented by strong systems development and client service teams. The Platform is powered by a dynamic, configurable role and relationship-based automated workflow engine with embedded best practices and rules that enhance control and visibility. Based on a single database with data integrity verified once at the time of input, the specialist application modules can access and report on the data in a variety of ways and at a level of granularity or consolidation that supports the entire organization.
ETON Solutions
ETON Solutions is a third-generation wealth management technology firm developing and offering the most comprehensive, integrated wealth management platform for the family office and multi-family office market. The firm was founded based on deep domain expertise in the family office field supplemented by strong systems development and client service teams. The Platform is powered by a dynamic, configurable role and relationship-based automated workflow engine with embedded best practices and rules that enhance control and visibility. Based on a single database with data integrity verified once at the time of input, the specialist application modules can access and report on the data in a variety of ways and at a level of granularity or consolidation that supports the entire organization.
TL;DR
Product: AtlasFive® integrated wealth platform and EtonAI™ enterprise AI for wealth operations
Market: Family offices, multi-family offices, private equity firms, high-net-worth clients
Headquarters: Morrisville, North Carolina (international HQ in Singapore)
Recent funding: Series C — $58M (final close announced July 16, 2025) led by Navis Capital Partners
Company Overview
Problem Domain
Wealth management operations and reporting for family offices, multi-family offices, private equity firms, and high-net-worth clients.
Industry
Wealth management technology / FinTech
Funding Track Record
58,000,000
Final close reported as $58M (round unfolded in tranches)
38,000,000
Previously announced tranche of Series C
Investor Signal
“Navis Capital Partners as repeat lead investor”