Avantos

Avantos: An AI Operating System for Client Management

Avantos is an AI-native operating system for client management in wealth and financial services. It unifies client data, products, teams, and work into a "living client record" — households, entities, and financial context — and deploys AI agents that handle complex onboarding, ongoing servicing, and growth. The workspace anticipates what advisors need and generates work, while staying configurable without engineering and integrated with the CRMs, custodians, and core systems firms already run.

It targets the fragmented systems and manual servicing that slow down wealth-management operations.

Key Features

• Agentic workflows for onboarding and client service
• Living client record across households and entities
• AI workspace that anticipates needs and generates work
• Customizable workflows without engineering
• SOC 2 certified
• Integrations with CRMs, custodians, and core systems

Ideal Use Case

Avantos fits wealth-management firms and financial-services organizations whose advisors are bogged down by fragmented client data and manual onboarding and servicing. It suits firms that want an AI-native operating layer over their existing systems rather than another point tool.

How Avantos differentiates

Avantos provides a unified, AI-native operating system for the full client lifecycle in wealth management, rather than a single-function tool. It raised a Series A led by Bessemer Venture Partners and lists customers including Mercer Advisors, Guardian, Vanguard, and SEI.

FAQ

What is Avantos? An AI-native operating system for client management in wealth and financial services.

What does it automate? Onboarding, servicing, and growth, via agents over a unified client record.

Who is it for? Wealth-management firms and financial-services organizations.

Who backs Avantos? A Series A led by Bessemer; customers include Mercer Advisors, Guardian, and Vanguard.

tl;dr

Avantos is an AI-native operating system for client management in wealth and financial services, with agents for onboarding and servicing, backed by a Bessemer Series A and used by Guardian and Vanguard.