Avantos

Overview

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].

New York [5]

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. [10]

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. [11]

Customers

Avantos names Mercer Advisors, Guardian, Vanguard and SEI as institutions using or partnering on its platform. [12]