Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards
RESEARCH TRIANGLE PARK, N.C., September 11, 2025–(BUSINESS WIRE)–Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets, made its AI platform EtonAI™ widely available to PE, RIA and family office users. EtonAI™ is now the only AI tool that integrates directly into wealth managers’ workflows to automate the manual processes that occupy the majority of their time–from onboarding new entities and securities to bill pay, month-end reconciliations, tax processing and beyond. It is additionally one of only a few organizations in the world to become ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards.
While AI has already begun transforming many facets of the financial services industry, wealth management’s transformation has been limited to front-office tasks. Ninety-one percent (91%) of wealth managers, for example, are either currently or planning to use AI within their investment strategy or asset class research. But many back-office tasks, including bill payments, taxes, document management, client onboarding and data storage are still dominated by legacy systems. This is due in large part to concerns around the privacy and security of their data being stored in the cloud–and further, that AI could make their investments or financial information public. Eton Solutions is holistically addressing the AI opportunity–and specific privacy challenges–with the introduction of EtonAI™.
Eton Solution’s core platform AtlasFive®, which is in use by more than 960 families, advisory firms and private equity firms, is the data-rich backdrop for EtonAI™. The holistic solution is responsible for managing 147,000 entities, overseeing 225,000+ investments, $65 billion in annual bill payments, and processing more than 21.3 million transactions, annually. It does this by bringing together all data, services and stakeholders into a single integrated platform. Acting as an add-on to AtlasFive®, EtonAI™ can execute across workflows and processes centralized within this hub. It’s also available as a standalone solution for wealth managers using other solutions.
Using EtonAI™, wealth managers can now achieve significant efficiency gains by automating the hundreds of actions involved in managing firms:
Process more than 250+ different document types. Wealth managers interact with documents across systems and purposes. EtonAI™ can automatically execute on those across bill pay, private equity documents, bank and credit card statements, tax documents, K-1’s, market data, KYC and customer onboarding, audit and governance.
