Eton Solutions Secures $58M Series C for AI Wealth Management

Eton Solutions secured $58 million in Series C funding. Navis Capital Partners, a repeat investor, led the round. This investment will accelerate the company's AI wealth management innovation and global expansion.

Accelerating AI in Wealth Management

Eton Solutions' AtlasFive® platform currently manages over $1 trillion in assets for more than 800 wealthy families. The platform serves as a system of record for elite wealth management. It handles 130,000 entities, oversees 205,000+ investments, and processes 14 million annual transactions.

The company experienced rapid growth, quadrupling revenue and expanding its client base by 340% across 15 countries in the last three years. This growth underscores the increasing demand for integrated wealth management solutions.

Eton Solutions developed over 400 AI use cases on its data-rich foundation. The new capital fuels further product innovation and AI development for AtlasFive®. Furthermore, the company will expand its product suite for the private equity investment and funds industry.

Forthcoming products will serve ultra-high net-worth individuals with $25 million or more in assets. The company's client base now includes Single and Multi-Family Offices, Private Equity firms, Funds, Registered Investment Advisors, Accounting Firms, Business Managers, and Global Private Banks.

The global family office market is expanding significantly. Deloitte reports 9,030 single-family offices last year, projected to reach 10,720 by 2030. While North America holds the largest share, Asia Pacific anticipates the fastest growth.

Eton Solutions maintains headquarters in North Carolina and Singapore. Its substantial presence across North America, Asia Pacific, Europe, and the Middle East positions it to meet this growing demand. Competitors like Addepar and Black Diamond also serve this evolving market.

The company has invested $50 million in product development over the past decade.