Avantos provides an AI-native operating system for client management, using AI agents to support onboarding, servicing, and growth while integrating with existing technology stacks.
Products & media
AI-assisted workflows help financial institutions collect and validate client data, coordinate account opening, and customize onboarding and ongoing service journeys.
Maintains connected client, household, and entity records, using relationship data and communications to generate briefings, follow-ups, and growth opportunities.
A workspace for wealth management teams to coordinate tasks, approvals, escalations, and client collaboration, with AI assisting service execution.
Cosigns
“The knowledge graph and orchestration layer Avantos has built can now power genuinely intelligent agents that reason across complex relationships and take meaningful action.”
Jobs
See all jobs for Avantos here.
Funding
All fundraising announcements are based on public sources. Please contact Cosign if you believe there are any discrepancies, or claim the profile to edit.
Leads
Participating Firms
Angels
$25M