Eton Solutions closes $58m round for global WealthTech growth

By Vriti Gothi

Eton Solutions, a provider of advanced wealth management technology, has raised $58 million in a Series C funding round, led by Navis Capital Partners, to redefine wealth management for the world’s most sophisticated family offices, private equity firms, and funds.

Trusted by more than 800 ultra-high-net-worth families to manage over $1 trillion in assets, Eton Solutions’ flagship platform, AtlasFive®, has firmly established itself as the system of record for complex wealth management worldwide. Built on decades of domain expertise, AtlasFive® integrates artificial intelligence across more than 400 use cases, transforming how family offices and institutional managers oversee $65 billion in annual bill payments, 130,000 entities, 205,000+ investments, and over 14 million transactions each year.

With its Series C funding, Eton Solutions will advance the technical capabilities of AtlasFive®, deepen its AI-driven feature set, and expand its suite of solutions for private equity and fund management. The company’s next phase of innovation will broaden access to its robust wealth management ecosystem, extending services to a wider segment of the ultra-high-net-worth market starting at $25 million in assets under management.

Satyen Patel, Executive Chairman of Eton Solutions, said, “Our total addressable market continues to expand, and so does our technology. This investment will accelerate our vision of reimagining wealth management for the modern era, combining AI, security, privacy, and an integrated workflow into a single ecosystem. We are committed to empowering wealth managers to handle both liquid and alternative investments with unmatched precision and efficiency.”

The latest investment follows a period of remarkable growth for Eton Solutions. Over the past three years, the company has quadrupled its revenue and expanded its client base by 340% across 15 countries. Its global footprint — with headquarters in North Carolina and an international hub in Singapore  strategically positions the company to serve the growing concentration of family offices in North America, Europe, Asia Pacific, and the Middle East.

The expansion of family offices worldwide continues to outpace industry forecasts. Deloitte estimates the number of single-family offices will reach over 10,700 by 2030, with Asia Pacific emerging as the fastest-growing region. Eton Solutions is uniquely placed to support this evolution with a unified platform that consolidates workflows, connects stakeholders, and eliminates inefficiencies caused by fragmented point solutions.

Rajendra Pai, Partner at Navis Capital Partners, said, “We’ve seen firsthand how Eton’s platform delivers unparalleled insight and operational efficiency for some of the world’s most complex family offices. Their technology is fast becoming essential infrastructure for modern wealth management. We are proud to support Eton Solutions as they continue to shape the future of this industry.”

With a global client community that includes the founders of world-leading technology companies, major hotel groups, oil and energy conglomerates, entertainment giants, and investment houses, Eton Solutions remains dedicated to enabling its clients to navigate the complexities of wealth management with confidence and clarity.

As it enters its second decade, the company is investing ambitiously in R&D, building on $50 million in development to date, and nurturing a growing team of over 425 professionals worldwide. Eton Solutions’ recently hosted its inaugural global client summit, convening family offices from around the world to shape the future of wealth management together.

Through continuous innovation and a steadfast commitment to client-centric design, Eton Solutions is poised to lead the digital transformation of wealth management — setting a new standard for security, intelligence, and operational excellence in the decades to come.