Eton Solutions, L.P.

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Eton Solutions, L.P. - overview

Established

2015

Location

Morrisville, NC, US

Primary Industry

Software

About

Eton Solutions, L. P. specializes in integrated wealth management solutions, offering software designed to streamline operations for financial institutions through advanced data analytics and automation. Founded in 2015, Eton Solutions, L.


P. is headquartered in Morrisville, US, and focuses on providing comprehensive wealth management software.  In July 2025, Eton Solutions, L. P.


raised USD 20 million in series C funding led by Navis Capital Partners. The round was part of a larger USD 58 million series C funding. Eton Solutions primarily offers an integrated wealth management software platform known as AtlasFive, supported by its proprietary artificial intelligence system, EtonAI™. AtlasFive® provides a unified system for investment, accounting, and tax data tailored for diverse clients, addressing data fragmentation and compliance across over 54 countries.


Eton Solutions generates revenue through a subscription-based model for its key products, AtlasFive and EtonAI, targeting institutional clients in wealth management. This B2B model enables clients, such as Multi-Family Offices, to automate operations and enhance efficiency through customized service tiers. Eton Solutions, L. P.


will use the July 2025 funding to accelerate product innovation and AI development.


Current Investors

Navis Capital Partners

Primary Industry

Software

Sub Industries

Internet, Accounting/Finance Software, Application Integration Software, Customer Relationship Management

Website

www.eton-solutions.com

Verticals

Artificial Intelligence, Big Data, Cloud Computing, FinTech

Company Stage

Series C

Total Amount Raised

Subscriber access only

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