Avantos
AI-native operating system for client management
- Headquarters
- San Francisco, California
- Employees
- 11–50
- Founded
- 2024
- Business Model
- B2B
- Website
- avantos.ai
- Total Funding
- $35.0M
- Last Round
- $25.0M Series AFeb 2026
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.
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