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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…

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…
Category: Wealth-management SaaS for family offices
Headquarters: Research Triangle Park / Morrisville, North Carolina, USA
Founding year: 2015
Flagship product: AtlasFive (integrated WealthAI platform)
Latest funding: $58M Series C (Jul 16, 2025) led by Navis Capital Partners
Family office and multi-family office wealth and investment data management, reporting, and workflow automation across liquid and illiquid assets.
2015
Financial software / Wealth management technology
$58,000,000
Final close reported; Navis described as a repeat investor.
“Navis Capital Partners (lead, repeat investor)”
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