Eton Solutions

Eton Solutions makes enterprise resource planning software and related services for family offices of one or many families, RIAs, business managers, individual wealth owners, and firms that run private equity, real estate or fund-of-funds programs. Its global headquarters is in Morrisville, North Carolina, with an international headquarters in Singapore and a technology center in Bengaluru. The company says more than 1,100 families are on its platform.

The main product, AtlasFive, puts the general ledger, trust and partnership accounting, investment reporting, portfolio management, tax classification, bill payment, loan tracking and document management in one cloud system on Microsoft Azure. It maps ownership across entities, funds and trusts, ships with more than 50 standard reports and dashboards, and gives family members a client portal and mobile app. EtonAI reads documents, answers plain-language questions about the data and compares reports; it can run with AtlasFive or as a separate product. EtonAxis handles fund, deal and investor operations for private equity and venture capital managers.

For families without a full office, EtonAlpha pairs the software with outsourced administrative staff, and the company also sells accounting and investment support services to existing users. Clients can hold their own encryption keys. The newsroom lists a Series C round of $58m led by Navis in 2025. Pricing is not published.