Funding Update: Eton Solutions Raises $58M Series C to Enhance AI Wealth Management
July 17, 2025, 9:45 am IDT
Eton Solutions recently secured $58 million in a Series C funding round, led by Navis Capital Partners, a returning investor. This capital injection will accelerate the company’s AI-driven product development and support its plans for international growth.
Boosting AI Capabilities in Wealth Management
The company’s flagship platform, AtlasFive®, manages assets exceeding $1 trillion for over 800 affluent families. It functions as a comprehensive system of record in wealth management, overseeing 130,000 entities, more than 205,000 investments, and processing 14 million transactions annually.
Over the past three years, Eton Solutions has quadrupled its revenue and grown its client base by 340%, extending services across 15 countries. This expansion reflects a strong market demand for integrated, data-driven wealth management tools.
Driving Product Innovation with AI
AtlasFive® is built on a rich data foundation, supporting over 400 AI use cases. The fresh capital will fund further AI enhancements and product innovation. The company also plans to broaden its offerings for private equity investments and funds.
Upcoming products will focus on ultra-high-net-worth individuals with assets of $25 million or more. Eton Solutions’ clientele now includes Single and Multi-Family Offices, Private Equity firms, Registered Investment Advisors, Accounting Firms, Business Managers, and Global Private Banks.
Market Context and Global Reach
The family office sector is growing steadily. Deloitte reports there were 9,030 single-family offices last year, with projections reaching 10,720 by 2030. While North America currently holds the largest share, the Asia Pacific region is expected to see the fastest growth.
Eton Solutions operates from headquarters in North Carolina and Singapore, with a presence across North America, Asia Pacific, Europe, and the Middle East. This geographic footprint positions the company well to meet rising demand. Competitors in the space include Addepar and Black Diamond.
Over the past decade, Eton Solutions has invested $50 million in product development, emphasizing its commitment to evolving its platform and AI capabilities.
For professionals focused on product development and AI applications, understanding Eton Solutions’ approach offers insights into building scalable, AI-powered financial platforms. To explore practical AI training and resources relevant to this sector, visit Complete AI Training.
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