Avantos
formerly Avantos AIAI-native operating system for client management
San Francisco, United States · Founded 2024 · $35.0M raised
- 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
- Rounds
- 2
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 $35.0M in total across 2 rounds, most recently a $25.0M Series A round in Feb 2026. Investors include Bessemer VP, E14 Fund and SEI.
Tech & App Stack
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Funding History
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Feb 2026
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Seed through Series A — per-round amounts, valuations, and who invested in each round.
Investors
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