Eton Solutions Secures $58M to Propel AI Wealth Management, Target Global Growth
July 24, 2025, 3:51 pm
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 platform's reach. Eton Solutions has seen explosive growth, quadrupling revenue and expanding its client base by 340% across 15 countries. Their AtlasFive platform manages over $1 trillion in assets for elite family offices. The funding will accelerate market expansion, targeting private equity firms, funds, and ultra-high-net-worth individuals globally. Eton aims to capitalize on the rapid growth of family offices worldwide, enhancing its all-in-one solution for complex wealth management. This strategic move cements its market leadership.
The $58 million Series C funding underscores Eton Solutions' market dominance. Navis Capital Partners, a repeat investor, spearheaded the round. This investment arrived in two tranches. Navis Capital focuses on high-growth industries. Their continued support signals strong confidence in Eton's future trajectory and its innovative financial technology. This capital infusion positions Eton for accelerated development.
Eton's growth trajectory is exceptional. In just three years, revenue quadrupled. Client numbers surged by 340%. Operations now span 15 countries. The AtlasFive platform drives this expansion. It serves as the system of record for elite wealth management. Over 800 of the world’s wealthiest families trust AtlasFive. It manages substantial global assets.
Artificial intelligence forms Eton’s core innovation. Significant investments in AI are foundational. The AtlasFive platform manages 130,000 entities. It oversees 205,000 investments. Annual bill payments total $65 billion. Over 14 million transactions are processed annually. This creates a data-rich environment. From this data, Eton developed more than 400 distinct AI use cases. The platform offers a truly holistic solution for complex financial operations. This focus on AI sets a new standard in wealth tech.
New funding powers extensive product innovation. AI development on the AtlasFive platform is a primary focus. Eton expands its product suite significantly. A key target is the burgeoning Private Equity and Funds industry. New products leverage Eton's decades of financial domain expertise. These offerings will serve a broader range of ultra-high-net-worth (UHNW) levels. Individuals with $25 million or more in assets will soon access specialized tools. This strategic move broadens Eton's addressable market.
Eton’s client base broadens continuously. It already includes Single and Multi-Family Offices. Now, Private Equity firms are integrating the platform. Funds managers also utilize its capabilities. Registered Investment Advisors find immense value. Accounting firms streamline their processes. Business Managers enhance their operations. Global Private Banks are adopting the white-labeled ERP solution. This diverse client portfolio showcases AtlasFive’s versatility in wealth management.
The global landscape for wealth management is evolving rapidly. Ultra-high-net-worth families are increasing worldwide. This trend fuels a significant expansion of family offices. Deloitte reports a substantial increase in single-family offices. The count reached 9,030 last year. Projections indicate 10,720 by 2030. This growth creates immense demand for sophisticated wealth technology. North America currently leads in family office density. However, Asia Pacific anticipates the fastest growth rate by 2030.
Eton Solutions is strategically positioned to capture this global growth. Its U.S. headquarters is in North Carolina. An international headquarters operates from Singapore. The company boasts a substantial presence across key regions. These include North America, Asia Pacific, Europe, and the Middle East. This physical and strategic positioning enables Eton to cater effectively to rising global demand for AI wealth management solutions.
Investment in the core platform has been substantial. Over the past decade, Eton committed $50 million to product development. This funded both existing and upcoming product releases. The company recently hosted its first global client summit. This event brought together 75 representatives from over 40 family offices worldwide. It fostered invaluable insights and collaboration. Eton Solutions currently employs a dedicated team of 425 professionals. This human capital underpins its technological advancements.
Navis Capital Partners, managing over $5 billion in assets, cites Eton’s unique market standing. They witnessed Eton’s technology deliver unprecedented efficiency. AtlasFive provides deep insights for family offices. It has become essential infrastructure. It manages complex wealth at scale. Navis Capital affirms its commitment. They will continue to support Eton’s relentless growth and innovation in fintech.
Eton Solutions serves a prestigious international client base. This includes founders from leading technology giants. Hotel groups and major oil and energy companies are clients. Entertainment groups and top investment firms also rely on AtlasFive. Their all-in-one technology platform seamlessly connects all data. It integrates services and stakeholders within family offices. It replaces fragmented point solutions. It streamlines previously manual processes. The ERP platform's white-labeled version offers institutional clients extensive flexibility. It handles complex liquid and alternative investments.
Eton Solutions was founded to simplify complex UHNW family services. Its creators are experienced family office leaders. AtlasFive is their flagship innovation. It serves as an integrated platform. It holistically aggregates and manages all office data. Reporting and workflow processes are unified. This provides a single source of truth. Eton guides family offices into the future. It maximizes operational efficiency. It drastically minimizes errors and associated risks. Its impressive compound annual growth rate (CAGR) exceeds 100% since inception, signaling strong market acceptance and continuous evolution in the wealth management sector.
Eton’s future trajectory appears robust. Its cutting-edge, AI-driven platform leads market innovation. This strategic funding empowers substantial further expansion. The global wealth management sector increasingly favors integrated, comprehensive solutions. Eton Solutions is exceptionally prepared to meet this evolving demand. Their transformative technology redefines the very landscape of modern wealth management.
The $58 million Series C funding underscores Eton Solutions' market dominance. Navis Capital Partners, a repeat investor, spearheaded the round. This investment arrived in two tranches. Navis Capital focuses on high-growth industries. Their continued support signals strong confidence in Eton's future trajectory and its innovative financial technology. This capital infusion positions Eton for accelerated development.
Eton's growth trajectory is exceptional. In just three years, revenue quadrupled. Client numbers surged by 340%. Operations now span 15 countries. The AtlasFive platform drives this expansion. It serves as the system of record for elite wealth management. Over 800 of the world’s wealthiest families trust AtlasFive. It manages substantial global assets.
Artificial intelligence forms Eton’s core innovation. Significant investments in AI are foundational. The AtlasFive platform manages 130,000 entities. It oversees 205,000 investments. Annual bill payments total $65 billion. Over 14 million transactions are processed annually. This creates a data-rich environment. From this data, Eton developed more than 400 distinct AI use cases. The platform offers a truly holistic solution for complex financial operations. This focus on AI sets a new standard in wealth tech.
New funding powers extensive product innovation. AI development on the AtlasFive platform is a primary focus. Eton expands its product suite significantly. A key target is the burgeoning Private Equity and Funds industry. New products leverage Eton's decades of financial domain expertise. These offerings will serve a broader range of ultra-high-net-worth (UHNW) levels. Individuals with $25 million or more in assets will soon access specialized tools. This strategic move broadens Eton's addressable market.
Eton’s client base broadens continuously. It already includes Single and Multi-Family Offices. Now, Private Equity firms are integrating the platform. Funds managers also utilize its capabilities. Registered Investment Advisors find immense value. Accounting firms streamline their processes. Business Managers enhance their operations. Global Private Banks are adopting the white-labeled ERP solution. This diverse client portfolio showcases AtlasFive’s versatility in wealth management.
The global landscape for wealth management is evolving rapidly. Ultra-high-net-worth families are increasing worldwide. This trend fuels a significant expansion of family offices. Deloitte reports a substantial increase in single-family offices. The count reached 9,030 last year. Projections indicate 10,720 by 2030. This growth creates immense demand for sophisticated wealth technology. North America currently leads in family office density. However, Asia Pacific anticipates the fastest growth rate by 2030.
Eton Solutions is strategically positioned to capture this global growth. Its U.S. headquarters is in North Carolina. An international headquarters operates from Singapore. The company boasts a substantial presence across key regions. These include North America, Asia Pacific, Europe, and the Middle East. This physical and strategic positioning enables Eton to cater effectively to rising global demand for AI wealth management solutions.
Investment in the core platform has been substantial. Over the past decade, Eton committed $50 million to product development. This funded both existing and upcoming product releases. The company recently hosted its first global client summit. This event brought together 75 representatives from over 40 family offices worldwide. It fostered invaluable insights and collaboration. Eton Solutions currently employs a dedicated team of 425 professionals. This human capital underpins its technological advancements.
Navis Capital Partners, managing over $5 billion in assets, cites Eton’s unique market standing. They witnessed Eton’s technology deliver unprecedented efficiency. AtlasFive provides deep insights for family offices. It has become essential infrastructure. It manages complex wealth at scale. Navis Capital affirms its commitment. They will continue to support Eton’s relentless growth and innovation in fintech.
Eton Solutions serves a prestigious international client base. This includes founders from leading technology giants. Hotel groups and major oil and energy companies are clients. Entertainment groups and top investment firms also rely on AtlasFive. Their all-in-one technology platform seamlessly connects all data. It integrates services and stakeholders within family offices. It replaces fragmented point solutions. It streamlines previously manual processes. The ERP platform's white-labeled version offers institutional clients extensive flexibility. It handles complex liquid and alternative investments.
Eton Solutions was founded to simplify complex UHNW family services. Its creators are experienced family office leaders. AtlasFive is their flagship innovation. It serves as an integrated platform. It holistically aggregates and manages all office data. Reporting and workflow processes are unified. This provides a single source of truth. Eton guides family offices into the future. It maximizes operational efficiency. It drastically minimizes errors and associated risks. Its impressive compound annual growth rate (CAGR) exceeds 100% since inception, signaling strong market acceptance and continuous evolution in the wealth management sector.
Eton’s future trajectory appears robust. Its cutting-edge, AI-driven platform leads market innovation. This strategic funding empowers substantial further expansion. The global wealth management sector increasingly favors integrated, comprehensive solutions. Eton Solutions is exceptionally prepared to meet this evolving demand. Their transformative technology redefines the very landscape of modern wealth management.