Eton Solutions, a global provider of enterprise wealth management platforms, has closed a $58 million Series C round, led by returning investor Navis Capital Partners. The funding marks a major milestone in the firm’s mission to modernize how the world’s wealthiest families and institutions manage complex financial portfolios.
The raise, structured in two tranches, reflects confidence in Eton’s rapid growth trajectory and its flagship AtlasFive® platform, which now supports over $1 trillion in assets across 800+ families worldwide.
“We’ve built an ecosystem that meets every wealth management need in one place,” said Satyen Patel, Executive Chairman of Eton Solutions. “This investment will help us accelerate AI innovation and expand globally.”
In just three years, Eton has:
- Quadrupled its revenue
- Grown its client base by 340% across 15 countries
- Processed over 14 million transactions annually
- Enabled $65 billion in bill payments
- Managed 205,000+ investments and 130,000 entities
Eton’s AI footprint has expanded to more than 400 use cases, applying data-driven intelligence to private equity, alternative investments, family office operations, and more. This funding will fuel further product development, including tools designed for private equity firms, fund managers, and advisors serving clients with $25M+ in assets.
Eton Solutions’ growth is aligned with the global surge in single and multi-family offices, which according to Deloitte are expected to reach 10,720 globally by 2030, up from 9,030 in 2024. While North America leads in current numbers, Asia Pacific is forecast to be the fastest-growing region.
Headquartered in North Carolina, with international operations in Singapore, Eton’s footprint now spans North America, Europe, APAC, and the Middle East. The company employs 425 staff and recently hosted its first global summit, drawing attendees from over 40 elite family offices.
Navis Capital Partners, which manages over $5 billion, praised Eton’s strategic role in reshaping financial technology.
“Eton’s platform is now essential infrastructure for managing complex wealth at scale,” said Rajendra Pai, Partner at Navis. “We’re excited to support the next chapter of their AI-driven innovation.”
Founded on deep domain expertise in wealth management, Eton’s all-in-one ERP platform connects data, services, and stakeholders into a unified solution, replacing the fragmented and manual systems traditionally used by the ultra-wealthy. The platform is also used in white-label form by institutions handling diverse portfolios of liquid and alternative assets.
As the demand for secure, intelligent, and automated financial ecosystems grows, Eton Solutions is positioning itself at the forefront of wealth-tech transformation—offering scalable solutions for a market segment whose expectations are rising alongside their net worth.
