Experience
Wealth Intelligence
The Only Integrated, Secure WealthAI Solution You Need
Eton Solutions in Numbers
How Eton Solutions Compares to Alternative Wealth Platforms
One Platform. Every Capability. No Compromise.
Eton Solutions delivers the industry’s only fully unified wealth management platform, combining data aggregation, real-time insights, accounting, reporting, and AI. An all in one secure, intelligent system.
Unlike providers that patch together features through integrations, Eton Solutions offers a purpose-built solution designed exclusively for family offices. AtlasFive® and EtonAI™ simplify even the most complex operations with native automation, global compliance, and AI-powered intelligence, giving you complete control, unmatched accuracy, and true operational efficiency from a single source of truth.
Competitor Analysis
Global Reach, Local Support
Multilingual, multi-currency, regulatory-ready in 54+ countries
Full global & local compliance, multilingual & multi-currency support
Partial: global asset tracking, but US-centric & limited complianc
Partial: global asset tracking, but US-centric & limited complianc
Partial: global asset tracking, but US-centric & limited complianc
Unmatched Security
ISO 27001/27701/42001, SOC 1/2, BYOK encryption
Industry-leading certifications + BYOK
Basic encryption, no ISO/AI compliance disclosed
Basic encryption, no ISO/AI compliance disclosed
Basic encryption, no ISO/AI compliance disclosed
Single Source of Truth
Unified investment, accounting & tax data
Fully unified platform
No built-in accounting: external tools needed
No built-in accounting: external tools needed
No built-in accounting: external tools needed
Supercharged Decision-Making with EtonAITM
IDP, semantic search, 1000+ AI use cases
Full-stack Al: IDP, NLP, automation, predictive insights
Basic dashboards; no AI/IDP
Basic dashboards; no AI/IDP
Basic dashboards; no AI/IDP
Your Data, Your Control
RAG, LLMS, vector DBS, synthetic data
Full control, advanced Al stack, synthetic modeling
No LLMS/RAG/vector DBs
No LLMS/RAG/vector DBs
No LLMS/RAG/vector DBs
Transparency & Trust
ISO 42001, responsible AI, explainability
ISO 42001, model oversight & explainable Al
No Al transparency or certification disclosed
No Al transparency or certification disclosed
No Al transparency or certification disclosed
Your Complexity is Our Simplicity
270+ automated workflows, built for SFOS, MFOS, PE, RIAS
Native support for complex structures with automated workflows
Focus on UHNW clients; less scalable for PE/family entities
Focus on UHNW clients; less scalable for PE/family entities
Focus on UHNW clients; less scalable for PE/family entities
What our clients say
Clients With EtonAI™ Access
“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
Awards & Accreditations
First wealthtech firm globally to be
certified with Responsible AI ISO 42001
