North Carolina / Singapore: Eton Solutions, a global leader in wealth management technology with over $1 trillion in assets under administration, has closed a $58 million Series C round led by repeat investor Navis Capital Partners.
The round – executed in two tranches – will drive the expansion of AI-powered solutions for single and multi-family offices, private equity firms, and institutional investors.
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Headquartered in North Carolina, with international operations based in Singapore, Eton Solutions has seen exponential growth over the past three years, including:
- 4x revenue growth
- 340% increase in client base across 15 countries
- 130,000 entities managed
- Over 14 million annual transactions processed
- $65 billion in annual bill payments
The company’s flagship AtlasFive platform is already trusted by more than 800 of the world’s wealthiest families and supports end-to-end management of complex liquid and alternative investments.
With over 400 AI use cases developed, Eton Solutions is now positioned to redefine the future of AI-driven wealth management.
“Our total addressable market is growing rapidly. This new capital will allow us to deepen our AI capabilities and roll out innovative solutions for ultra-high-net-worth individuals and institutions,” said Satyen Patel, Executive Chairman, Eton Solutions. “We’re building the most advanced wealth management ecosystem that seamlessly unifies data, security, workflows, and decision-making.”
Riding the Global Surge in Family Offices
With the number of family offices expected to grow from 9,030 to 10,720 by 2030, and the Asia-Pacific region projected to lead this surge, Eton Solutions is strategically placed to cater to rising demand in the US, UK, Switzerland, UAE, and APAC.
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The company also plans to extend its platform’s accessibility to wealth owners with $25 million or more in assets, making advanced digital wealth management tools available to a broader ultra-high-net-worth audience.
Eton Solutions: Investor Confidence & Industry Recognition
Navis Capital Partners, managing over $5 billion in AUM, reiterated its confidence in Eton’s ability to scale and lead in the wealthtech sector.
“Eton’s platform is an essential infrastructure for managing complex wealth at scale. We’re proud to continue supporting their innovation journey,” said Rajendra Pai, Partner at Navis Capital.
With a global client base including technology pioneers, and family-run conglomerates, Eton Solutions is already considered an industry benchmark for integrated, secure, and intelligent wealth operations.
The company recently hosted its first Global Client Summit, attended by over 40 family offices from around the world, and continues to scale with a 425-strong workforce driving future-ready innovation.
