As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World’s Wealthiest Families Directly to a Growing Millionaire Class.

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets for the world’s 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’s 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’t meet the steep threshold necessary to warrant a fully staffed family office.

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–or, those with assets worth more than $10 million–topped 2.3 million in 2024. For Eton Solutions, this changing face of wealth inspired the launch of EtonAlpha™, which is powered by the same technology it developed for billionaires, but caters to individuals managing their own finances.

Now, the company is expanding its operational model to support this completely new type of client. Included in Eton Solutions’ 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. 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.

Eton Solutions has additionally expanded its customer support team and introduced a new concierge onboarding program, recognizing that its new clients don’t 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–such as jewelry, art, wine collections, cars and real estate–are often not managed at all. Eton Solutions’ 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).

“Over the next two decades we’ll experience the largest generational wealth transfer the world has ever seen. Our technology is expanding to meet this future now,” said Satyen Patel, Executive Chairman of Eton Solutions. “How 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 ‘money talks and wealth whispers,’ 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.”

Eton Solutions’ 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.

Using EtonAlpha, 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.

About Eton Solutions

Eton Solutions is a technology company dedicated to addressing the complexities of family offices and private equity firms globally. The company’s flagship products AtlasFive® and EtonAI^TM manage more than $1.3 trillion in assets. In use by more than 960 families, advisory firms and private equity firms, 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. EtonAI^TM integrates directly into wealth managers’ workflows to automate the manual processes that occupy most of their time. The company is now one of only a few organizations in the world that’s ISO 42001 certified for building an AI system that meets rigorous privacy, cybersecurity, transparency and bias standards. Eton Solutions has US headquarters in Research Triangle Park, NC and international headquarters in Singapore.

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