Avantos is an artificial intelligence company based in New York [3][5]. Founded in 2024 [7], the company operates at the seed funding stage [4]. Avantos provides an AI-powered operating system for client management designed for onboarding, servicing, and growth within financial institutions [2]. As of July 2026, the company maintained nine open positions across engineering and product functions, including roles for Senior DevOps Engineer, Software Engineer, Full-Stack developer, Principal, and Product & Client Solutions [1]. The company maintains a web presence at avantos.ai [7].
Funding
- Series A, $25MFeb 18, 2026
with Bessemer Venture Partners
Key people
Recent developments
- 9 open roles, including Senior DevOps Engineer, Software Engineer, Full-Stack, Principal, Product & Client Solutions[1]Jul 29, 2026
Funding history
- Avantos raised a $25M Series A led by Bessemer Venture Partners, bringing total reported equity funding to $35M. Founded in 2024 by Bassam Chaptini and Rabih Ramadi.[3]Feb 18, 2026
Product
- Avantos runs agentic workflows for complex onboarding and service processes on top of a knowledge graph data layer that integrates existing systems, adds AI-powered relationship intelligence with living client records, and is SOC 2 certified with integrations to existing CRMs, custodians and core systems.[10]
- Avantos builds an AI-native operating system for client management in financial services, unifying client data, products, teams and workflows so AI agents can automate onboarding, servicing and relationship management.[12]
Customers
- Avantos names Mercer Advisors, Guardian, Vanguard and SEI as institutions using or partnering on its platform.[11]
Backers
Bessemer Venture Partners
Venture capital firm with a New York office and a dedicated AI & ML investment roadmap
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