Eton Solutions provides a cloud‑native ERP platform that unifies accounting, portfolio management, investment reporting, tax classification, bill‑pay, and document processing for family offices, private equity firms, and multi‑asset managers. Its AtlasFive® core creates a single source of truth for all wealth data, while the EtonAI™ engine automates over 250 document and workflow types and offers natural‑language query capabilities. Built on Microsoft Azure with BYOK encryption and ISO 42001 certification, the platform delivers secure, real‑time cross‑border operations and AI‑driven insights to streamline decision‑making.
Funding
$20M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management firms such as family offices, private equity groups, and multi‑asset managers must consolidate fragmented data across liquid and illiquid assets, entities, and documents while maintaining strict security and regulatory compliance. Manual processes for onboarding, reconciliation, reporting, and tax preparation are time‑consuming, error‑prone, and hinder real‑time decision‑making.
Solution
Eton Solutions offers a cloud‑native ERP platform that unifies accounting, portfolio management, investment reporting, tax classification, bill‑pay, and document processing in a single, secure environment. The core AtlasFive® system provides a “single source of truth” for all wealth data, while the EtonAI™ engine automates repetitive tasks, extracts insights from over 250 document types, and delivers natural‑language query capabilities. Built on Microsoft Azure with enterprise‑grade encryption (BYOK) and ISO 42001 certification, the platform ensures data privacy and ethical AI use. Users gain instant portfolio clarity, real‑time cross‑border operations, and AI‑driven analytics woven directly into their workflows, reducing errors and accelerating strategic decisions.
Target Audience
Primary customers are single and multi‑family offices, registered investment advisors, private equity, real‑estate and fund‑of‑funds firms, and other wealth‑management institutions that require integrated data, AI automation, and high security.
Features
- Integrated general ledger, partnership and trust accounting combined with portfolio management and investment reporting
- AI‑powered intelligent document processing for 250+ document and workflow types, including automatic tax classification
- Natural language interface for on‑demand queries and insights across all aggregated assets
- Secure, cloud‑native architecture on Microsoft Azure with BYOK encryption and ISO 42001 compliance
- Real‑time data aggregation of liquid and illiquid assets across 3,300+ funds and 167,000+ entities
- Automated onboarding, reconciliation, bill‑pay, and tax preparation workflows
- Stand‑alone EtonAI™ option for firms that need AI automation without the full ERP stack
- Administrative Family Office (AFO™) service delivering virtual family‑office capabilities and a personal AI assistant (EtonGPT™)