Avantos provides an AI‑native operating system that unifies client data, products, teams, and workflows into a single knowledge graph for financial institutions. The platform automates onboarding, KYC, and ongoing service tasks with agentic workflows and an integrated AI chat, while maintaining compliance and integrating with existing CRMs and core systems.
Funding
$9.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
1OFounders
Product
Problem
Financial institutions face fragmented client management systems that separate onboarding, relationship tracking, and servicing across multiple point solutions, leading to inefficiencies, compliance challenges, and limited visibility into client context.
Solution
Avantos offers an AI-native operating system that unifies client data, products, teams, and workflows into a single knowledge graph, creating a shared system of context for both humans and AI agents. The platform provides agentic workflows that automate data collection, document extraction, KYC, signatures, and ongoing service tasks, while maintaining compliance and auditability. Real-time AI briefings surface recent client activity, highlight changes, and suggest next steps, embedding context directly into meetings, tasks, and forms. Integrated AI chat enables users to query client records, generate summaries, and trigger actions without leaving the workspace. The solution integrates with existing CRMs, custodians, and core financial systems, allowing firms to adopt the platform without replacing their current tech stack.
Target Audience
Primary customers are wealth management firms, private banks, insurance carriers, broker‑dealers, independent RIAs, and custodians that need a unified platform for client onboarding, relationship intelligence, and ongoing servicing.
Features
- AI-driven knowledge graph that links households, entities, products, and service teams into a living client record
- Agentic onboarding journeys with automated data pre-filling, real-time validation, and end-to-end KYC handling
- Proactive AI briefings and recommendations that summarize activity and identify growth opportunities
- Integrated AI chat for on-demand queries, summaries, and task initiation within client records and workflows
- Customizable, no-code workflow builder for onboarding and servicing processes, enforceable within compliance guardrails
- Enterprise-grade security and SOC2 compliance with audit trails for all AI and human actions
- Seamless integration with existing CRMs, custodians, portfolio management, underwriting, and policy administration systems