Articles from Eton Solutions

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets for the world’s wealthiest family offices and firms, is expanding its business-to-business (B2B) model with the introduction of a direct-to-consumer (DTC) offering. For over a decade, the company's technology has served as the digital nucleus for more than 960 families across 15 countries. Now, it’s setting out to fill a technology gap for a growing population of individuals who have too much money to manage on their own, but don’t meet the steep threshold necessary to warrant a fully staffed family office.

Eton Solutions, the technology company whose wealth management platforms manage over $1.3 trillion in assets, has launched EtonAxisTM to serve private equity users worldwide. The solution has been notably adopted by global PE firms so they can manage key multi-step workflows, including tracking entire deal lifecycles, digitally onboarding investors, securely sharing documents with external stakeholders and collaborating with portfolio companies.

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets, launched a new platform that will give ultra high net worth individuals (UHNWI) with $15 million and above in assets wealth management capabilities that were previously only available to family offices. Powered by the same technology behind its core product, AtlasFive™–which was developed for billionaires–the new EtonAlpha™ centralizes all of an individual's households financial life in one place and provides a holistic view of their net worth that’s reconciled daily.

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets, made its AI platform EtonAI™ widely available to PE, RIA and family office users. EtonAI™ is now the only AI tool that integrates directly into wealth managers’ workflows to automate the manual processes that occupy the majority of their time–from onboarding new entities and securities to bill pay, month-end reconciliations, tax processing and beyond. It is additionally one of only a few organizations in the world to become ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards.

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 finalization 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.

Eton Solutions, a leading WealthTech platform for Family Offices powered by AI, will be the exclusive technology partner of Trigen Wealth, a newly launched multi-family office in India. Prime Trigen Wealth Limited is a full-stack wealth solutions provider offering comprehensive multi-family office services and is a 100% subsidiary of Prime Securities Limited, a publicly listed and SEBI Registered Category-I Merchant Banker, with a distinguished legacy of delivering exceptional financial services in India. This strategic collaboration is set to redefine wealth management for Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) families across the country.

Eton Solutions, a leader in comprehensive wealth management ERP systems, today announced the launch of a specialized Fund Accounting Platform and Services suite tailored for Private Equity (PE), Real Estate (RE) and Fund of Funds (FOF) firms, aiming to meet the demands of General Partners looking to enhance transparency and timely reporting to their end investors. This new offering is being rolled out globally.

Eton Solutions, a global leader in cloud-based services for family offices of the future, is launching AtlasFive®, its renowned ERP platform for family offices in India. Eton Solutions also announced the family office of Infosys’ founder, Narayana Murthy, Catamaran, as its launch customer. This underscores its commitment to offering a comprehensive, innovative and localised ERP platform for family offices across the country. Headquartered in North Carolina, USA, it has had a presence in India for the past 5 years with over 300 employees at their Global Technology Center in Bengaluru supporting AtlasFive® clients globally.