Eton Solutions secures $58m Series C to bring AI-driven wealth management technology to the world’s leading family offices, PEs and funds

Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, today announced the finalisation of its $58 Million Series C round, which unfolded in two tranches. The raise was led by repeat investor Navis Capital Partners, a leading private equity firm focused on companies in high-growth markets with an edge in their industries. 

The funding comes as Eton Solutions experiences rapid growth. In the past three years, the company has more than quadrupled its revenue and expanded its client base by 340 per cent across 15 countries. The company’s AtlasFive® platform has become the system of record for elite wealth management and is already in use by more than 800 of the world’s wealthiest families. The company has made significant investments in artificial intelligence and expanded features to arrive at a holistic solution that’s now responsible for managing 130,000 entities, overseeing 205,000+ investments, $65 billion in annual bill payments, processing more than 14 million annual transactions and with more than 400 AI use cases. 

The company will use the funding to fuel product innovation and AI development of its AtlasFive platform and expand its suite of products targeting the PE and Funds industry. Its forthcoming products will serve a broader range of ultra-high net-worth levels, beginning with individuals with $25 million or more in assets, adding to the current client base of Single and Multi-Family Offices, Private Equity firms, Funds, Registered Investment Advisors, Accounting firms, Business Managers and Global Private Banks. 

“Our total addressable market is increasing every year, and our technology is expanding to meet it,” said Satyen Patel, Executive Chairman at Eton Solutions. “We’ve built an ecosystem that is uniquely able to meet every wealth management need–and has the security, privacy, workflow and data foundation necessary to do so–all in one place. Our focus as we enter our second decade is reimagining how wealth managers across the board manage liquid and alternative investments for their clients–whether one or many. 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, which manages over $5 billion in assets, cited Eton's unique position in the market as key to their investment decision. “We've witnessed how Eton's technology enables family offices to achieve unprecedented efficiency and insight," said Rajendra Pai, Partner at Navis Capital Partners. "Their platform has become an essential infrastructure for managing complex wealth at scale. We're excited to continue supporting their growth and innovation."