Eton Solutions, a leading WealthTech company based in North Carolina, provides a comprehensive wealth management platform used by single and multi-family offices managing over $1tn in assets.
The firm has completed a $58m Series C funding round, conducted in two tranches. The round was led by repeat investor Navis Capital Partners, a private equity firm with a focus on high-growth companies.
Eton Solutions is the developer of AtlasFive, a data-rich, AI-driven platform that has become a system of record for over 800 ultra-wealthy families globally. The company’s tools manage more than 130,000 entities, 205,000+ investments, process over 14m annual transactions, and handle $65bn in yearly bill payments. It has also developed more than 400 AI use cases to support its clients.
The new funding will be used to expand product innovation and enhance AI capabilities within AtlasFive®. It will also help develop new tools tailored to private equity firms, funds, and wealth holders with $25m or more in assets. Eton Solutions aims to support a growing client base that includes registered investment advisors, accounting firms, global private banks, business managers, and more.
This growth aligns with the broader expansion of family offices worldwide, particularly in regions such as North America, Asia Pacific, Europe and the Middle East. According to Deloitte, the number of single-family offices globally is projected to reach 10,720 by 2030, managing an estimated $3.1tn in assets. Eton Solutions is well-positioned to capitalise on this demand, supported by its international headquarters in Singapore and its physical presence in key markets.
Over the past decade, Eton Solutions has invested $50m into developing its core technology and upcoming products. It also recently hosted its first global client summit, drawing representatives from more than 40 family offices.
Eton Solutions executive chairman Satyen Patel said, “Our total addressable market is increasing every year, and our technology is expanding to meet it. We’ve built an ecosystem that is uniquely able to meet every wealth management need… This investment will let us super charge our expansion to meet the growing markets and their demand for AI-driven efficiencies that create even more value.”
Navis Capital Partners partner Rajendra Pai said, “We’ve witnessed how Eton’s technology enables family offices to achieve unprecedented efficiency and insight. Their platform has become an essential infrastructure for managing complex wealth at scale. We’re excited to continue supporting their growth and innovation.”
The firm’s clients include founders of top-tier technology companies, hospitality groups, and investment firms. Its ERP system is also white-labelled by institutional clients managing alternative and liquid assets.
Read the daily FinTech news here
Copyright © 2025 FinTech Global
The post Eton Solutions bags $58m to fuel AI wealth platform appeared first on FinTech Global.