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Eton Solutions secures $58M Series C funding led by Navis Capital Partners to enhance AI-driven wealth management technologies for over 800 families managing $1 trillion in assets.

Jul 16, 2025•4 days ago

Amount Raised

$58 Million

Round Type

series c

MorrisvilleSoftware

Investors

Navis Capital Partners

Description

Eton Solutions has finalized its $58 Million Series C round, led by Navis Capital Partners. The funding will drive product innovation and AI development for its AtlasFive® platform. Over the past three years, the company has seen significant growth, quadrupling revenue and expanding its client base by 340%. Eton Solutions currently manages over 205,000 investments and processes more than 14 million transactions annually.

Company Information

Company

Eton Solutions, L.P.

Location

5915 FARRINGTON ROAD

Morrisville, New York, United States

About

Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated family office software platform with over $737+billion managed on platform that holistically aggregates and manages all a family office's data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk.

Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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