Technology

Eton Solutions achieves ISO 42001 certification to lead responsible AI in wealth management

Monday, 15 September 2025 4:09AM UTC

Eton Solutions, the innovative platform for family offices, secures ISO 42001 certification, establishing a new benchmark for ethical AI governance in the wealth management sector amid rapid technological advances.

Eton Solutions, a technology platform created by multi-family office Eton Advisors, is making notable advances in artificial intelligence (AI) for the wealth management sector. With headquarters in North Carolina, USA, and Singapore, the firm operates internationally and serves family offices, registered investment advisors (RIAs), and private equity firms among others. It has recently been certified under ISO 42001, the world’s first international standard for Artificial Intelligence Management Systems (AIMS), a milestone that positions Eton Solutions as a trailblazer in responsible AI governance.

ISO 42001 establishes a framework for organisations to develop, implement, and manage AI responsibly, addressing growing concerns about ethics and security in AI applications. According to Saji Sachchithanantham, chief operating officer of New Zealand-based Todd Family Office, the certification reassures clients that Eton Solutions’ AI tools are built on a foundation of trust, transparency, and stringent governance. This focus on ethical AI use is particularly significant in wealth management, where sensitive financial and personal data are handled daily.

EtonAI™, the firm’s proprietary AI engine embedded within its core platform AtlasFive®, automates complex workflows and supports decision-making by processing over 250 document types, including invoice payments, private equity documents, tax records, bank statements, and client onboarding data. Murali Nadarajah, chief information officer at Eton Solutions, highlighted that the firm identified more than 260 operational processes suitable for automation, significantly enhancing efficiency in data management, reporting, and payments.

AtlasFive® itself is an advanced, cloud-native enterprise resource planning (ERP) platform built on Microsoft Azure, designed to consolidate accounting, investment reporting, transaction processing, and document management securely. It holds several key IT security certifications, including ISO 27001 and ISO 27701, underscoring its commitment to data protection and regulatory compliance.

Further augmenting its AI capabilities, Eton Solutions launched EtonGPT™ in September 2024, the industry’s first generative AI platform specifically designed for family offices. Integrated within AtlasFive®, EtonGPT™ promises to boost operational efficiency by two to four times by seamlessly integrating document and transaction data, streamlining workflows, and enhancing productivity.

Eton Solutions' journey reflects a broader trend in wealth management, where 91% of wealth managers reportedly already use or plan to use AI in investment strategies and asset class research, according to Mercer consultancy figures. However, many remain cautious about adopting AI for back-office operations like invoice processing and client onboarding due to concerns about data privacy, security, and fear that financial information could be inappropriately exposed.

By securing ISO 42001 certification, Eton Solutions aims to alleviate these concerns, providing its users—more than 960 families, advisory firms, and private equity firms—with confidence that their data is managed ethically and securely. This trust is vital as the company expands its offerings, including the Administrative Family Office (AFO)™ launched in May 2024, which brings sophisticated family office capabilities to ultra-high-net-worth families starting from $25 million in assets.

With ongoing financial backing, such as the $58 million raised in its Series C round this year, Eton Solutions is well positioned to continue innovating and scaling its AI-driven platform, which already supports the operational needs of over 850 of the world’s wealthiest families.

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Source: Noah Wire Services

More on this

https://www.wealthbriefing.com/html/article.php/eton-solutions-salutes-its-ai-progress- - Please view link - unable to able to access data
https://www.eton-solutions.com/solutions/atlasfive - Eton Solutions' AtlasFive® is a fully integrated, AI-driven platform designed for family offices, registered investment advisors (RIAs), and other wealth management firms. It consolidates accounting, investment reporting, transaction processing, and document management into a secure, cloud-native system. Built on Microsoft Azure, AtlasFive® offers a flexible operational infrastructure with robust security features, including ISO 27001 and ISO 27701 certifications, ensuring data protection and compliance with global standards.
https://eton-solutions.com/solutions/etonai/ - EtonAI™ is Eton Solutions' proprietary artificial intelligence system embedded within the AtlasFive® platform. It automates operational workflows and enhances decision-making across wealth management processes. EtonAI™ has achieved ISO/IEC 42001 certification for its AI Management System (AIMS), positioning Eton Solutions among the first organizations globally to be certified under the world's first international standard for Responsible AI governance.
https://www.eton-solutions.com/about-us - Eton Solutions, founded by Eton Advisors, is a technology platform targeting family offices, RIAs, and other wealth management firms. With headquarters in Research Triangle Park, North Carolina, and Singapore, the company operates in multiple countries, offering integrated solutions to streamline wealth management operations and enhance efficiency.
https://eton-solutions.com/news/eton-solutions-launches-etongpt-worlds-first-generative-ai-platform-for-family-offices/ - In September 2024, Eton Solutions launched EtonGPT™, the world's first generative AI platform for family offices. Integrated within the AtlasFive® ERP platform, EtonGPT™ enables wealth managers to achieve a 2 to 4 times increase in operational efficiency by seamlessly integrating data stored in documents with transaction data, streamlining processes, and boosting productivity.
https://www.eton-solutions.com/solutions/atlasfive/ - AtlasFive® is Eton Solutions' flagship product, a fully integrated, AI-driven software platform that consolidates accounting, investment reporting, transaction processing, and document management into a secure, cloud-native system. Built on Microsoft Azure, AtlasFive® offers a flexible operational infrastructure with robust security features, including ISO 27001 and ISO 27701 certifications, ensuring data protection and compliance with global standards.
https://www.eton-solutions.com/solutions/etonai/ - EtonAI™ is Eton Solutions' proprietary artificial intelligence system embedded within the AtlasFive® platform. It automates operational workflows and enhances decision-making across wealth management processes. EtonAI™ has achieved ISO/IEC 42001 certification for its AI Management System (AIMS), positioning Eton Solutions among the first organizations globally to be certified under the world's first international standard for Responsible AI governance.

Noah Fact Check Pro

The draft above was created using the information available at the time the story first emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed below. The results are intended to help you assess the credibility of the piece and highlight any areas that may warrant further investigation.

Freshness check

Score: 8

Notes: The narrative was published on 15 September 2025, reporting on Eton Solutions' recent ISO 42001 certification and AI advancements. The earliest known publication date of similar content is 15 September 2025, indicating freshness. The narrative is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were found. No earlier versions show different information. The narrative includes updated data but recycles older material, which may justify a higher freshness score but should still be flagged.

Quotes check

Score: 9

Notes: The quotes from Saji Sachchithanantham and Murali Nadarajah appear in the narrative. The earliest known usage of these quotes is 15 September 2025, indicating originality. No identical quotes appear in earlier material, suggesting the content is original.

Source reliability

Score: 7

Notes: The narrative originates from WealthBriefing, a reputable organisation in the wealth management sector. However, the narrative is based on a press release from Eton Solutions, which may raise questions about objectivity. The Todd Family Office and Murali Nadarajah are mentioned, but no independent verification of their public presence was found, raising concerns about potential fabrication.

Plausability check

Score: 8

Notes: The narrative makes claims about Eton Solutions' ISO 42001 certification and AI advancements. These claims are plausible and align with the company's known activities. The narrative lacks supporting detail from other reputable outlets, which is a concern. The report includes specific factual anchors, such as names, institutions, and dates, enhancing credibility. The language and tone are consistent with the region and topic. The structure is focused and relevant, without excessive or off-topic detail. The tone is formal and appropriate for corporate communication.

Overall assessment

Verdict (FAIL, OPEN, PASS): OPEN

Confidence (LOW, MEDIUM, HIGH): MEDIUM

Summary: The narrative is fresh and original, with no significant discrepancies or recycled content. However, the reliance on a press release raises questions about objectivity, and the lack of independent verification of certain entities mentioned is a concern. The plausibility of the claims is supported by specific factual anchors and consistent language, but the absence of supporting detail from other reputable outlets warrants further scrutiny.

AI
Wealth Management
ISO Certification