Avantos AI

Avantos offers an AI-native operating system for client management. Its AI agents handle onboarding, servicing and growth workflows, and the platform builds a knowledge graph over a firm's existing systems to give humans and AI a shared context. The website says it integrates with CRMs, custodians and core systems.

The stated customers are financial services firms. Testimonials are attributed to Mercer Advisors, Guardian, Vanguard and SEI, and the Guardian statement refers to an investment in Avantos. The website does not describe pricing, so the revenue model is inferred as enterprise software sales.

The company announced a Series A led by Bessemer Venture Partners and a $35 million raise, and says it is SOC2 certified. The website lists open roles in New York City and Novi Sad, covering engineering, product, design and client solutions. The founding year and headquarters are not stated on the website.

Product: AI agents and a knowledge-graph-based client management platform for onboarding, servicing and relationship management in financial services.