{"id":3819,"date":"2026-02-20T12:24:00","date_gmt":"2026-02-20T06:54:00","guid":{"rendered":"https:\/\/www.eton.bowstudios-hosting.co.za\/?post_type=media-coverage&p=3819"},"modified":"2026-03-13T12:25:16","modified_gmt":"2026-03-13T06:55:16","slug":"eton-solutions-goes-direct-to-high-net-worth-consumer-with-expanded-business-model","status":"publish","type":"media-coverage","link":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/media-coverage\/eton-solutions-goes-direct-to-high-net-worth-consumer-with-expanded-business-model\/","title":{"rendered":"Eton Solutions Goes Direct to (High-Net-Worth) Consumer\u00a0With Expanded Business Model"},"content":{"rendered":"

As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World\u2019s Wealthiest Families Directly to a Growing Millionaire Class.<\/em><\/p>\n\n\n\n

RESEARCH TRIANGLE PARK, N.C.–(BUSINESS WIRE<\/a>)–Solutions Eton<\/a>, the wealth management platform that manages over $1.3 trillion in assets for the world\u2019s wealthiest family offices and firms, is expanding its business-to-business (B2B) model with the introduction of a direct-to-consumer (DTC) offering. For over a decade, the company’s technology has served as the digital nucleus for more than 960 families across 15 countries. Now, it\u2019s setting out to fill a technology gap for a growing population of individuals who have too much money to manage on their own, but don\u2019t meet the steep threshold necessary to warrant a fully staffed family office.<\/p>\n\n\n\n

Family offices have traditionally been established by families with a minimum of $500 million of net investable assets. This makes them an exclusive target market. Deloitte estimates, for instance, that the number of single-family offices worldwide will reach just 10,720 by 2030. Meanwhile, the number of high-net-worth individuals\u2013or, those with assets worth more than $10 million\u2013topped 2.3 million in 2024<\/a>. For Eton Solutions, this changing face of wealth inspired the launch of EtonAlpha<\/a>\u2122, which is powered by the same technology it developed for billionaires, but caters to individuals managing their own finances.<\/p>\n\n\n\n

Now, the company is expanding its operational model to support this completely new type of client. Included in Eton Solutions\u2019 own evolution is a new approach to direct-to-consumer sales and marketing that differs drastically from its historically private approach to working with wealth managers and advisors. This month, for instance, the company reimagined the next generation of wealth management as a virtual family office with a wide-reaching video campaign<\/a>. The video depicts wealth owners viewing art, golfing and working, all while casually checking real-time valuations of homes, collections, cars, investments and other assets, all in one place, for the first time ever.<\/p>\n\n\n\n

Eton Solutions has additionally expanded its customer support team and introduced a new concierge onboarding program, recognizing that its new clients don\u2019t usually have full financial teams to help them manage their wealth. Instead, they often manage their primary assets, wealth sources and family member expenses through a disparate system of spreadsheets, accounting systems and documents. Some assets\u2013such as jewelry, art, wine collections, cars and real estate\u2013are often not managed at all. Eton Solutions\u2019 new onboarding services ensure that no assets are overlooked, while its technology acts as unified a platform for handling everything from bill pay and tax document preparation to storing critical documents pertinent to the family (e.g., trusts, wills and contracts).<\/p>\n\n\n\n

\u201cOver the next two decades we\u2019ll experience the largest generational wealth transfer the world has ever seen. Our technology is expanding to meet this future now,\u201d said Satyen Patel, Executive Chairman of Eton Solutions. \u201cHow the next generation manages this wealth will shape markets and create opportunities. After a decade of working exclusively with single and multi-family offices, the next step in our journey is bringing billionaire-grade tools to this new and growing audience. We often say \u2018money talks and wealth whispers,\u2019 but we believe that those who have assumed the responsibility of managing millions of dollars in assets and accounts on their own will hear our message loud and clear.\u201d<\/p>\n\n\n\n

Eton Solutions\u2019 technology was built for the scale it intends to reach. In 2025 alone, its platform moved $65 billion in bill payments for its clients. Its solution is already managing 147,000 entities, overseeing 225,000+ investments, and processing more than 21.3 million transactions every year.<\/p>\n\n\n\n

Using EtonAlpha\u2122, ultra high-net-worth households can now see their net worth whenever and wherever they want, updated daily. They can additionally manage diverse assets like an enterprise, take control of personal lifestyle spending, understand the current value of alternative assets, protect the value of their assets, diversify investments with confidence, simplify retirement and succession planning, and streamline cash flow management. The solution does not provide financial advice.<\/p>\n\n\n\n

Article Published By \u2013 Business Wire<\/p>","protected":false},"excerpt":{"rendered":"

As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World\u2019s Wealthiest Families Directly to a Growing Millionaire Class. RESEARCH TRIANGLE PARK, N.C.–(BUSINESS WIRE)–Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets for the world\u2019s wealthiest family offices and firms, is expanding its […]<\/p>\n","protected":false},"featured_media":3820,"parent":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-3819","media-coverage","type-media-coverage","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/wp-json\/wp\/v2\/media-coverage\/3819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/wp-json\/wp\/v2\/media-coverage"}],"about":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/wp-json\/wp\/v2\/types\/media-coverage"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/wp-json\/wp\/v2\/media\/3820"}],"wp:attachment":[{"href":"https:\/\/www.eton.bowstudios-hosting.co.za\/fr\/wp-json\/wp\/v2\/media?parent=3819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}