Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated family office software platform with over $425 billion in assets under administration that holistically aggregates and manages all a family office's data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk.
Location: United States
Employees: 201-500
Total raised: $96M
Founded date: 2015
Investors 1
| Date | Name | Website |
| 12.07.2022 | Navis Capi... | naviscapit... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 21.07.2025 | Series C | $58M | Navis Capi... |
| 12.07.2022 | Series C | $38M | Navis Capi... |
Mentions in press and media 17
| Date | Title | Description |
| 24.07.2025 | Eton Solutions Secures $58M to Propel AI Wealth Management, Target Global Growth | Eton Solutions, a leader in AI-driven wealth management, secured a $58 million Series C funding round. Navis Capital Partners led the investment. This capital fuels further product innovation, particularly in AI, and expands the AtlasFive p... |
| 23.07.2025 | Eton Solutions Announces Strategic Partnership with Asas Capital to Launch 'Family Office as a Service' in the Middle East | Dubai, United Arab Emirates Eton Solutions will be the exclusive technology partner for Asas Capital’s newly licensed Multi-Family Office in Saudi Arabia. Asas Capital will leverage Eton’s Administrative Family Office (AFO) platform, powere... |
| 21.07.2025 | Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World's Leading Family Offices, PEs and Funds | North Carolina, United States Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, today announced the finalization of its $58 Million Serie... |
| 17.07.2025 | Eton Solutions: $58 Million Series C Raised For AI-Based Wealth Management Technology | Eton Solutions, a leading wealth management platform for the world’s wealthiest single and multi-family offices, has closed a $58 million Series C funding round, led by returning investor Navis Capital Partners. This funding comes as Eton S... |
| 16.07.2025 | Eton Solutions Raises $58M in Series C Funding | Eton Solutions, a Research Triangle Park, NC-based wealth management platform that single and multi-family offices to manage assets, raised $58M in Series C funding, which unfolded in two tranches. The raise was led by repeat investor Navis... |
| 28.01.2025 | Eton Solutions, the leading WealthTech platform powered by AI, partners with Trigen Wealth, a newly launched full service Multi-Family Office in India | Eton Solutions will be the exclusive technology partner for the newly launched Trigen Wealth, a full service Multi-family office. Trigen Wealth will use Eton's Administrative Family Office (AFO) platform and services for all their clients t... |
| 19.11.2024 | Nordic Capital and Eton Solutions: Transforming the Landscape of Intellectual Property and Fund Accounting | In the fast-paced world of finance and technology, two recent developments stand out: Nordic Capital's acquisition of Anaqua and Eton Solutions' launch of its AI-enhanced fund accounting platform. Both moves signal a shift in how companies ... |
| 19.11.2024 | Eton Solutions Launches Fund Accounting Suite for PE and Real Estate Firms Globally The global Fund Accounting Platform is tailored for private equity, real estate, and fund of funds firms, enabling g... | Eton Solutions, a leader in comprehensive wealth management ERP systems, has unveiled a specialised Fund Accounting Platform and Services suite for private equity (PE), real estate (RE), and fund of funds (FOF) firms. The solution is design... |
| 19.11.2024 | Eton Solutions Launches EtonGPT™ Enabled Fund Accounting Platform and Services Targeted at General Partners of Private Equity Firms | Eton Solutions revolutionizes the Private Equity, Real Estate, and Fund of Funds sectors with its AtlasFive® platform enhanced with the AI-tool EtonGPT™, bringing unmatched efficiency and real-time reporting capabilities. GANDHINAGAR, India... |
| 02.07.2023 | Don’t Get Hacked. The Increased Risk Of Cyber-Threats And How Family Offices Can Protect Themselves | There are so many layers to cybersecurity and it's not all about the technology. Many attacks ... [+] originate from complex social engineering.Pawel Czerwinski on Unsplash |
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