How much funding has Avantos raised?

Avantos has raised $70.0M in total funding, most recently a series a round.

Who are Avantos's investors?

Avantos's investors include Bessemer VP, E14 Fund, SEI, Vanguard, M13, Blue Investment Group.

Where is Avantos headquartered?

Avantos is headquartered in San Francisco, California, United States.

What industry is Avantos in?

Avantos operates in Fintech, Artificial Intelligence, SaaS.

Avantos

AI-native operating system for client management

San Francisco, United States · Founded 2024 · $70.0M raised

Fintech

Artificial Intelligence

SaaS

Headquarters: San Francisco, California
Employees: 11–50
Founded: 2024
Business Model: B2B

Website: avantos.ai
Total Funding: $70.0M
Last Round: $25.0M Series AFeb 2026
Rounds: 4

About

Avantos is an AI-native operating system for client management in financial services, streamlining onboarding, servicing, and relationship management for wealth management firms and financial institutions. Built on a proprietary knowledge graph, the platform enables agentic workflows that automate complex client operations. Founded in 2024 and headquartered in New York, Avantos raised $25M in Series A funding led by Bessemer Venture Partners in 2026.

Summary

Avantos is a Fintech company based in San Francisco, United States, founded in 2024. It has raised $70.0M in total across 4 rounds, most recently a $25.0M Series A round in Feb 2026. Investors include Bessemer VP, E14 Fund and SEI.