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
+$ 0.0 Trillion
Assets Managed on Platform
+ 0
Entities
+ 0
Liquid and Illiquid Assets Aggregated on Platform
+ 0
Families on Platform
+ 0 Million
Transactions Processed Annually
+$ 0 Billion AUM
Across 2,000+ Funds on Platform
Who We Serve
Family Offices
AtlasFive® and EtonAI™ - Built by a Family Office for Family Offices, empowering financial advisors with comprehensive tools and AI-driven insights.
Private Equity, VCs, LPs, GPs & Fund of Funds
EtonAxis™ – Advanced platform designed specifically for institutional investors and fund managers to optimise deal flow and portfolio management.
High Net-Worth Individuals & Wealth Owners
EtonAlpha™ – Exclusive solutions to manage and grow wealth with personalised strategies and sophisticated analytics.
Business Managers
AtlasFive® – Streamlined management tools to oversee operations, compliance, and client engagement efficiently.
Registered Investment Advisors (RIAs)
AtlasFive® – Trusted platform to serve clients with tailored investment solutions and optimised workflows.
Your Complexity. Our Simplicity.
Supercharge Decision-Making with EtonAI™
Move beyond reporting into real-time intelligence — delivering insights that turn complexity into clarity.
One Platform. All Your Wealth.
Seamlessly manage cross-border operations, portfolios, documents, and entities in one unified system.
Intelligence Woven Into Every Workflow
Automate the repetitive. From onboarding and reconciliations to bill pay and tax prep, EtonAI executes across 250+ document and workflow types.
Portfolio Clarity Instantly
Access real-time data and analysis that empowers CIOs, COOs, and Principals (upper case “P”) with a single source of truth.
Security You Can Trust
Bring Your Own Key encryption and ISO 42001 Certification ensure your AI is private, ethical, and compliant.
Built to Scale Wealth
Replace manual processes with intelligent automation—freeing your team to focus on strategy, not admin processes.
Experience Wealth
Intelligence Today
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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
With Eton Solutions Platform
< 0
Min
Other Platforms
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Mins per statement
Transaction Processing
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
< 0
Mins
Other Platforms
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Mins per transaction
Investment Portfolio Analysis
Analyzing, and creating visualizations on performance and risk exposures across accounts, asset classes, and custodians
With Eton Solutions Platform
< 0
Mins
Other Platforms
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Hours per portfolio
Document Management
Extracting payable information from invoices and alternative investment statements and creating accurate journal entries for payment processing
With Eton Solutions Platform
< 0
Min
Other Platforms
0
Mins per document
Credit Card Statement Processing
Extracting line items from statements and mapping them to expense categories and general ledger accounts
With Eton Solutions Platform
< 0
Mins
Other Platforms
0
Mins per statement
What our clients say
AI is reshaping how we do everything at the Todd Family Office, and our partnership with Eton Solutions has been beneficial. We have faced challenges in fixing AI hallucinations and are worried about the potential misuse of these tech marvels. We’re working with Eton Solutions to pioneer a Responsible AI framework that harnesses the full power of AI with transparency, ethics, and trust at its core. Together, we’re setting the standard for the future of AI for family offices.
Andrew Hull
Chief Executive of Todd Family Office
Adopting EtonAI and creatively incorporating it into our process has proven highly successful. We began by utilizing EtonAI to read PDF documents, extract the data and leverage the information. By prioritizing high-touch, low-risk tasks, we have established a solid baseline of experience and trust in both the process of implementing AI workflowsand the resulting data. This approach has positioned us well to further expand our use cases and continue leveraging AI to optimize our day to day tasks.
Meghan Grayson
Director of Operations of Shade Tree Advisors
Eton’s partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family’s legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton’s globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we’re not just managing wealth—we’re engineering a smarter, more secure future for the Gulf’s most accomplished families.
Himanshu Khandelwal
CEO of Asas Capital
This collaboration reflects our shared vision to redefine the Family Office as a Service in India. By combining Prime Trigen Wealth’s profound understanding of the Indian market with Eton Solutions’ cutting-edge technology and global expertise, we aim to deliver unparalleled innovation, efficiency, and client-focused services. Together, we are setting a new benchmark for excellence, offering world-class solutions tailored to the unique needs of UHNW and HNW families in India.
Mr. N. Jayakumar
Managing Director of Prime Securities Ltd.
For organizations such as ours, operating with sensitive financial and personal data, knowing that our technology partner adheres to the highest ethical AI standards is paramount.Eton Solutions’ ISO 42001 certification provides us with added confidence that their AI-powered solutions are not only innovative but also built on a foundation of trust, transparency, and robust governance.
Saji Sachchithanantham
COO of Todd Family Office
Awards & Accreditations
