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Eton Solutions, managing over $1.3 trillion in assets, has launched EtonAI™, an AI platform designed to automate manual processes for family offices, RIAs, and private equity firms. As one of the few ISO 42001-certified platforms, EtonAI™ ensures privacy, security, and transparency while addressing wealth managers’ AI ambitions and concerns.
EtonAI™ automates workflows for wealth managers, managing $1.3T in assets.
ISO 42001 certification ensures rigorous privacy and cybersecurity standards.
Handles 250+ document types, reconciliations, and investment research.
Integrates with AtlasFive® or operates as a standalone solution.
91% of wealth managers plan to use AI for investment strategies.
Enhances efficiency for 960+ firms, managing 147,000 entities.
EtonAI™ integrates seamlessly into wealth managers’ workflows, automating tasks like onboarding, bill pay, reconciliations, and tax processing. “Delivering a comprehensive AI solution to wealth managers is long overdue, despite the ample opportunity to reimagine and scale their day-to-day workflows,” said Satyen Patel, Executive Chairman of Eton Solutions. With 91% of wealth managers planning to adopt AI for investment strategies, EtonAI™ addresses concerns around data privacy and security, offering a trusted solution for back-office automation.
EtonAI™ processes over 250 document types, including private equity documents, tax forms, and KYC materials. It automates month-end reconciliations by uploading transactions, reconciling balances, and generating report narratives. “Eton’s unwavering commitment to excellence in compliance standards has empowered us to take a more proactive and innovative approach in implementing AI solutions,” said Meghan Grayson of Shade Tree Advisors. The platform also supports investment research, portfolio management, audits, and personal productivity tasks like drafting communications and summarizing documents.
As one of the few ISO 42001-certified platforms, EtonAI™ adheres to stringent standards for privacy, cybersecurity, transparency, and bias mitigation. “For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount,” said Saji Sachchithanantham, COO of Todd Family Office. This certification ensures wealth managers can confidently adopt AI without risking data exposure or compliance failures.
Built on the AtlasFive® platform, which manages 147,000 entities, 225,000+ investments, and $65 billion in annual bill payments, EtonAI™ enhances operational efficiency for over 960 firms. Available as a standalone solution or integrated with AtlasFive®, it delivers predictive insights and intelligent automation across workflows, enabling wealth managers to focus on high-value tasks and client relationships.
With 91% of wealth managers eyeing AI for investment research, EtonAI™ addresses the gap in back-office automation, where legacy systems dominate. By automating error-prone tasks and ensuring compliance, EtonAI™ empowers firms to scale operations while maintaining trust. Its adoption by leading technology, hospitality, and investment firms underscores its impact on the wealth management sector.
EtonAI™ positions Eton Solutions as a leader in AI-driven wealth management, offering a secure, scalable platform that transforms how family offices, RIAs, and private equity firms operate, ensuring efficiency and client trust in an AI-driven future.
Eton Solutions is a technology company dedicated to addressing the complexities of family offices and private equity firms globally. The company’s flagship products AtlasFive® and EtonAI™ manage more than $1.3 trillion in assets. In use by more than 960 families, advisory firms and private equity firms, the holistic solution is responsible for managing 147,000 entities, overseeing 225,000+ investments, $65 billion in annual bill payments, and processing more than 21.3 million transactions, annually. EtonAI™ integrates directly into wealth managers’ workflows to automate the manual processes that occupy most of their time. The company is now one of only a few organizations in the world that’s ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards. Eton Solutions has US headquarters in Research Triangle Park, NC and international headquarters in Singapore.
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