Experience
Wealth Intelligence

The Only Integrated, Secure WealthAI Solution You Need

Our platform combines the power of AI, security, and unified data to transform your operations.

Eton Solutions® delivers the only fully integrated, AI-powered wealth management platform designed for family offices, private equity firms, and multi-asset managers.

At the core is AtlasFive®, unifying every aspect of complex wealth into a single, seamless environment, while EtonAI™ supercharges decision-making with intelligent document processing, portfolio analysis, and personalized investment strategies.

Imagine instant portfolio clarity, real-time cross-border management, and actionable insights woven directly into your strategy. With enterprise-grade security, Bring Your Own Key encryption, and ISO 42001 certification, Eton ensures your data is not only protected but handled with ethical, transparent AI. The result: a transformative journey that simplifies complexity, empowers confident choices, and unlocks the future of Wealth Intelligence. 

Trusted by Leading Wealth Institutions

Assets Managed on Platform
$ 1 + Trillion
Entities
166980 +
Liquid and Illiquid Assets Aggregated on Platform
358988 +
Families on Platform
1013 +
Transactions Processed Annually
23 + Million
Across 3,320+ Funds on Platform
$ 117 + Billion AUA

Who We Serve

Your Complexity. Our Simplicity.

Experience Wealth Intelligence Today

Beyond Automation Unprecedented Efficiency

Transform hours of manual work into minutes—or even seconds—with intelligent automation built for the industry’smost complex workflows.
Details
With Eton Solutions Platform
Other Platforms

Portal Extraction

Retrieving, downloading, and archiving investor documents from multiple portals

Min
< 3.1

Mins per statement

Transaction Processing

Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing

Mins
< 3.1

Mins per transaction

Investment Portfolio Analysis

Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians

Mins
< 3.1

Hours per portfolio

Document Management

Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing

Min
< 3.1

Mins per document

Credit Card Statement Processing

Extracting line items from statements and mapping them to expense categories and general ledger accounts

Min
< 3.1

Mins per statement

What our clients say

Awards & Accreditations

Experience Wealth Intelligence with Eton Solutions