Eton Solutions Closes $58M Series C to Digitize and Scale Wealth Management for Elite Global Investors
The North Carolina-based wealth tech firm secures major backing to expand its integrated platform for family offices and ultra-high-net-worth investors.
Eton Solutions, a leading provider of integrated wealth management technology for family offices and ultra-high-net-worth individuals, has announced the closing of its $58 million Series C funding round. The round was led by Navisite, a global provider of cloud-based managed services, with participation from existing investors and new strategic partners.
With this latest funding, Eton Solutions plans to accelerate the global expansion of its flagship platform, AtlasFive®, a comprehensive, end-to-end wealth management solution that automates and integrates data across financial, tax, legal, and administrative domains. The platform is currently used to manage over $800 billion in assets across some of the world’s most complex family office structures.
Transforming the Family Office Experience
Founded in 2015 and headquartered in Raleigh, North Carolina, Eton Solutions was built by family office professionals for family office professionals. The company’s proprietary AtlasFive® platform provides a centralized operating system for managing the multifaceted needs of wealthy families, including accounting, investment reporting, document management, and compliance.
“The wealth management industry is overdue for a digital overhaul, especially in the family office segment where legacy systems and siloed data dominate,” said Joseph R. Kelly, Founder and CEO of Eton Solutions. “This investment allows us to scale our solution globally, improve operational efficiency for our clients, and empower them to deliver more strategic value to the families they serve.”
Strong Investor Support Amid Rising Demand
The Series C round comes amid surging demand for digital transformation in the private wealth sector. As family offices grow more sophisticated and global in scope, they require modern, secure, and integrated platforms capable of managing complex structures with transparency and control.
Navisite’s strategic investment will not only support product expansion but also facilitate partnerships and integrations that enhance AtlasFive®’s capabilities across cybersecurity, cloud infrastructure, and regulatory compliance.
“We believe Eton Solutions is uniquely positioned to lead the digital transformation of wealth management at the highest levels,” said Mark Clayman, CEO of Navisite. “Family offices need smarter, more scalable infrastructure, and Eton’s platform delivers exactly that.”
Global Growth and Product Innovation
Eton Solutions plans to use the fresh capital to:
- Expand its global sales and implementation teams.
- Invest in AI and automation features within AtlasFive®.
- Deepen integration with financial institutions and custodians.
- Launch localized versions of the platform for EMEA and APAC markets.
With offices already established in the U.S., India, and the Middle East, Eton Solutions is poised to scale operations into Europe and Asia, targeting both single-family and multi-family offices, as well as private banks and external asset managers seeking to offer white-labeled digital services to UHNW clients.
Meeting the Needs of a New Generation of Wealth
As younger generations inherit wealth and seek more transparency, real-time reporting, and mobile-first experiences, platforms like AtlasFive® are becoming essential infrastructure. Eton Solutions aims to meet this demand by offering a system of record that integrates accounting, investment management, trust administration, and CRM into one seamless interface.
“We’re not just digitizing wealth management—we’re reimagining what’s possible for families and the professionals who serve them,” added Kelly. “This round will enable us to take that vision further, faster.”
About Eton Solutions
Eton Solutions is a wealth tech company that provides an integrated platform designed to streamline operations, improve data accuracy, and enhance reporting for family offices and ultra-high-net-worth clients. Its flagship platform, AtlasFive®, is used by some of the world’s most prominent family offices to manage complex wealth structures with precision and efficiency. Headquartered in Raleigh, North Carolina, Eton Solutions operates globally and supports over $800 billion in client assets.
