Avantos provides a knowledge-graph–based platform that links products, service teams, workflows and service expectations into a single context-aware system for wealth, insurance, retirement and banking institutions. Its AI agents operate on this shared context to reason across client relationships, orchestrate work and execute tasks across disparate software, replacing today’s fragmented point solutions. The result is a more consistent, personalized and compliant client-servicing model that can scale with increasing relationship complexity. Current customers span asset managers, private banks, insurance carriers, broker-dealers, independent RIAs and custodians. Recent testimonials from Mercer Advisors, Vanguard, Guardian and SEI highlight improved advisor productivity and deeper client engagement enabled by the platform. With fresh capital, Avantos plans to expand its library of AI agents and build deeper integrations with custodians, CRMs, portfolio-management, underwriting and policy-administration systems. The company is positioning itself as the end-to-end operating layer for client servicing in the AI era.

Total raised

$25M

Funding rounds

1

Latest round

Series A

Latest activity

Feb 2026