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The Alpha in Wealth Intelligence

The Intelligent Administrative Wealth Platform for UHNWI.
Control your wealth confidently. Simplify complexity. Make smarter decisions.
The Alpha in Wealth Intelligence
The Intelligent Administrative Wealth Platform for UHNWI.
Control your wealth confidently. Simplify complexity. Make smarter decisions.

The Power of EtonAlpha™

EtonAlpha™ is an intelligent, AI-powered digital Administrative Wealth Platform designed for ultra-high-net-worth individuals who want seamless control over their entire financial universe. From investments and private assets to legal documents and philanthropic initiatives, EtonAlpha™ centralises everything — accessible on your terms, anywhere, anytime.

EtonAlpha™ video still showing a man golfing with scattered reports and delayed insights

What You Get with EtonAlpha™

Live Fully, Securely, with Confidence
EtonAlpha™ allows you to focus on living your best life while leaving the complexity of wealth management to a smart, secure, and comprehensive platform. Tailored for your unique assets and family legacy, it’s the digital control tower for every aspect of your wealth.

Real-Time, Unified Wealth Overview

Instantly view your investments, private assets, properties, and valuables all in one dashboard, updated continuously.

EtonAlpha™ dashboard showing investments, bill pay, assets and family hierarchy

Secure Document Vault

Safely store wills, deeds, trust documents, and key papers—encrypted and accessible only to you or authorised parties.

EtonAlpha™ secure document vault showing mortgage deeds and brokerage statements

Investment and Net Worth Intelligence

Gain a complete, real-time view of your total net worth across entities, custodians, and asset classes — all within a single, integrated platform.

EtonAlpha™ net worth dashboard showing assets, market values and growth

Ultimate Asset Control

Track the valuation and status of jewelry, art, cars, wine collections, real estate, and private investments in real time.

EtonAlpha™ wealth platform showing real estate assets and market values

Simplified Cash Flow and Bill Management

Automate invoice collection, approval workflows, and payments — always stay ahead with an up-to-date view of your cash position.

EtonAlpha™ bill payment dashboard listing family payments and transaction amounts

Family Hierarchy and Entity Oversight

Gain complete transparency across your family structure with integrated custodian reporting and clearly defined ownership entities.

EtonAlpha™ family hierarchy view showing family members, trusts and entities

Integrated Accounting and Administration

Experience complete operational transparency through integrated, real-time accounting and intelligent expense management. Produce detailed reports, structure spending data, and maintain clear oversight of costs across every family member and entity.

EtonAlpha™ accounting dashboard with balance sheet and asset allocation charts

Data Reliability and Security

Pull data from banks, custodians, and private sources automatically—delivering accurate, real-time insights while protecting your privacy.

Summit Bank sign-in screen illustrating secure financial data connectivity

See How EtonAlpha™ Works?

Designed for ultra-high-net-worth individuals with assets starting from $25 million, EtonAlpha™ offers a comprehensive, integrated solution that delivers the same powerful capabilities as traditional large family offices – at a fraction of the cost. 

EtonAlpha™ provides a virtual, secure, and user-friendly wealth management experience – essentially putting a full family office in the palm of your hand.

EtonAlpha™ private wealth management software displayed on two tablet screens

Calculate Your Family Office Cost

The calculator below estimates your number, then shows the same consolidation, oversight and control through EtonAlpha™ — from $25,000 a year.

Savings Calculator Estimate How Much Your Family Office Could Save

Total wealth the office oversees, in $millions.
CIO/executive, controller, administrator, analysts and support roles.
Trusts, LLCs, holding companies, foundations and other structures.
More jurisdictions usually means more reporting, tax and compliance overhead.

Your Potential Savings See What You Could Save Each Year

Unlock Your Results

View Your Estimated Annual Savings.

Complete the short form to reveal your estimated annual savings and supporting cost comparison.

Calculate Estimated Savings

Calculate Your Family Office Cost

The calculator below estimates your number, then shows the same consolidation, oversight and control through EtonAlpha™ — from $25,000 a year.

Savings Calculator Estimate How Much Your Family Office Could Save

Total wealth the office oversees, in $millions.
CIO/executive, controller, administrator, analysts and support roles.
Trusts, LLCs, holding companies, foundations and other structures.
More jurisdictions usually means more reporting, tax and compliance overhead.

Your Potential Savings See What You Could Save Each Year

Unlock Your Results

View Your Estimated Annual Savings.

Complete the short form to reveal your estimated annual savings and supporting cost comparison.

Calculate Estimated Savings

EtonAlpha™: Manage Your Wealth Like a Billionaire

All Your Global Wealth. One Intelligent Platform.
For the first time, individuals with $25M–$500M in assets can access institutional-grade technology — a family office, out of the box.

A New Standard in Wealth Management

Annual Fee
From $25K
T&Cs apply.

Why Choose EtonAlpha™?

Focus Area
Key Challenges
EtonAlpha™ Solution
Focus Area Single Source of Truth
Key Challenge Overwhelmed managing complex assets and cash flows
EtonAlpha™ Solution Simplified dashboards with instant insights and automation for decision-making
Focus Area Access Control. Anytime. Anywhere.
Key Challenge Managing trust documents & charitable activities in chaos
EtonAlpha™ Solution Secure vaults accessible anytime, anywhere, with clear management tools
Focus Area Bill Pay & Document Management
Key Challenge Missing bills, scattered legal documents
EtonAlpha™ Solution Automated bill pay, document management, and flow approvals
Focus Area Get Tax Ready
Key Challenge Spending weeks gathering statements, difficulty tracking valuables
EtonAlpha™ Solution Centralized, organized, and advisor-ready reports; real-time valuations
Focus Area Centralised & Protected Data
Key Challenge Inconsistent data, delays in reporting
EtonAlpha™ Solution Reliable daily data pulls from all sources—confident, unified reporting

Download EtonAlpha™ eBrochure

Download the full EtonAlpha™ brochure and see how intelligent wealth management can transform the way you live, plan, and make decisions.

What Our EtonAlpha™ Clients Say

Case Studies

Explore the Future of Wealth Management with EtonAlpha™