Eton Solutions Raises $58M in Series C to Expand AI-Powered Wealth Management Platform
Eton Solutions, a leading provider of advanced wealth management technology, has announced the completion of a $58 million Series C funding round to accelerate the global rollout of its AI-powered platform, AtlasFive®. The round was led by Navis Capital Partners, a repeat investor with a strong track record in supporting high-growth technology firms.
This strategic investment will fuel the expansion of Eton’s platform capabilities, particularly its AI innovation, and extend services to private equity firms and fund managers. The North Carolina-headquartered company currently supports more than 800 of the world’s wealthiest families across 15 countries, helping manage over $1 trillion in assets through its platform.
“Our total addressable market is expanding rapidly, and our technology is evolving to match,” said Satyen Patel, Executive Chairman at Eton Solutions. “With this funding, we aim to redefine how global wealth managers oversee both liquid and alternative assets, backed by secure and intelligent infrastructure.”
In just three years, Eton Solutions has quadrupled its revenue and grown its client base by 340%. Its flagship AtlasFive® platform now manages over 130,000 entities, more than 205,000 investments, and processes upwards of 14 million annual transactions. The platform also facilitates $65 billion in yearly bill payments. Its deep data ecosystem has enabled the development of over 400 AI use cases designed to streamline operations and enhance decision-making.
The Series C funding will also support the company’s expansion into the growing market of ultra-high-net-worth individuals with a minimum of $25 million in assets. Eton’s target clients include Single and Multi-Family Offices, Private Equity firms, Registered Investment Advisors, Accounting firms, Business Managers, and Global Private Banks.
The wealth management landscape is undergoing significant change, driven by the global rise in family offices. According to Deloitte, the number of single-family offices worldwide is projected to grow from 9,030 to over 10,700 by 2030. While North America currently leads in numbers, Asia Pacific is anticipated to become the fastest-growing region in the sector. With its U.S. base in North Carolina and an international headquarters in Singapore, Eton Solutions is strategically positioned to serve this global expansion, including a growing footprint in the UAE and wider Middle East.
“Our platform has become a mission-critical system for managing complex wealth structures at scale,” said Rajendra Pai, Partner at Navis Capital Partners. “Eton’s commitment to AI-driven efficiency and seamless integration is transforming how family offices operate.”
Eton Solutions has invested $50 million over the past decade in product development and innovation. Earlier this year, the company hosted its inaugural global client summit, which brought together representatives from more than 40 family offices. Its employee strength now stands at 425 globally.
The company’s prestigious client base includes founders of global technology giants, hospitality chains, energy conglomerates, and entertainment empires. Its technology simplifies and unifies wealth operations into a single platform, replacing fragmented and manual processes with a robust, scalable ERP solution. Institutional clients also leverage the platform as a white-label tool for managing complex wealth portfolios.
With this latest round of funding, Eton Solutions is poised to drive the future of wealth management through AI, automation, and global connectivity.
