Eton Solutions Secures $58M to Fuel Wealth Management Innovation

Eton Solutions, a leading wealth management platform, has successfully closed a $58 Million Series C funding round, led by Navis Capital Partners, a prominent private equity firm. This investment underscores the rapid growth of Eton Solutions, which has seen its revenue more than quadruple and its client base expand by 340% across 15 countries in just three years. The company's AtlasFive® platform, now used by over 800 of the world's wealthiest families, manages over $1 trillion in assets, showcasing its pivotal role in elite wealth management. With significant investments in artificial intelligence, Eton Solutions has developed over 400 AI use cases, enhancing its platform's capabilities to manage 130,000 entities and process more than 14 million annual transactions. The funding will accelerate product innovation and AI development, particularly for the PE and Funds industry, and expand services to ultra-high net-worth individuals starting with those having $25 million or more in assets.

The global expansion of family offices, especially in North America, Asia Pacific, Europe, and the Middle East, highlights the growing demand for sophisticated wealth management solutions. Eton Solutions, with its strategic presence in these regions, is well-positioned to meet this demand. The company's recent global client summit and its investment of $50 million in product development over the last decade reflect its commitment to innovation and client service. Navis Capital Partners' continued support, citing Eton's unique market position and technology's ability to deliver unprecedented efficiency and insight, further validates the company's trajectory. Eton Solutions' platform, which integrates data, services, and stakeholders within family offices, replaces disparate solutions and manual processes, offering a seamless, efficient, and secure wealth management ecosystem.