Eton Solutions, a leading wealth management platform, has secured $58 million in a Series C funding round to fuel innovation and global expansion. Managing over $1 trillion in assets for more than 800 ultra-high-net-worth families, the company’s AtlasFive® platform leverages AI to streamline complex wealth management processes. Led by Navis Capital Partners, this funding will enhance AI capabilities and broaden offerings for private equity and funds.
Eton Solutions raises $58M in Series C led by Navis Capital Partners.
AtlasFive® manages over $1T for 800+ wealthy families globally.
Platform supports 130,000 entities and 14M annual transactions.
Funding to enhance AI innovation and private equity product suite.
Client base grew 340% across 15 countries in three years.
Targets ultra-high-net-worth clients with $25M+ in assets.
Eton Solutions’ $58 million Series C funding, led by Navis Capital Partners, will accelerate the development of its AI-driven AtlasFive® platform. The platform, managing over $1 trillion in assets, serves as a comprehensive system for elite wealth management, handling 130,000 entities, 205,000+ investments, and $65 billion in annual bill payments. “Our total addressable market is increasing every year, and our technology is expanding to meet it,” said Satyen Patel, Executive Chairman at Eton Solutions.
The AtlasFive® platform integrates investment management, accounting, and transaction processing, replacing fragmented solutions with a single source of truth. With over 400 AI use cases, it enhances efficiency, security, and decision-making for single and multi-family offices, private equity firms, and global private banks. The platform’s robust data foundation supports 14 million annual transactions, making it essential for managing complex portfolios.
The funding will support new products targeting ultra-high-net-worth individuals with $25 million or more in assets, as well as private equity and fund management sectors. Eton Solutions’ client base, which includes founders of leading technology, hotel, and energy companies, has grown 340% across 15 countries in three years. “We’ve witnessed how Eton’s technology enables family offices to achieve unprecedented efficiency and insight,” said Rajendra Pai, Partner at Navis Capital Partners.
The global family office market is expanding rapidly, with Deloitte projecting 10,720 single-family offices by 2030. Eton Solutions, headquartered in North Carolina and Singapore, is strategically positioned to serve this growth, particularly in the fast-growing Asia Pacific region. The company’s focus on AI-driven efficiencies and secure workflows positions it to meet rising demand for sophisticated wealth management solutions.
Eton Solutions’ $58 million Series C funding marks a pivotal step in redefining wealth management for ultra-high-net-worth clients. By enhancing its AtlasFive® platform and expanding into private equity and funds, the company is poised to lead the industry in AI-driven innovation, delivering unmatched efficiency and value to its global client base.
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 platform with US $1 trillion in assets under administration on its platform that holistically aggregates and manages all your 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. Eton Solutions has experienced a CAGR of over 100% since its inception.
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