Companies › Avantos.ai

Avantos.ai

New York, New York, USA · ≈50 employees · avantos.ai

Avantos.ai is a New York-based FinTech company founded in 2024, specializing in an AI-native operating system for client management. The platform is designed to enhance onboarding, servicing, and client growth for financial institutions by unifying fragmented systems into a cohesive layer of context. This allows AI agents to transform data into actionable insights and streamline operations. The company offers a range of services, including an AI-native operating system built on a knowledge graph, automated AI agents for task execution, and a dedicated onboarding platform to improve client experiences. Avantos serves B2B clients in the financial services sector, focusing on wealth management firms, banks, and InsurTech companies across North America and Europe. With a team of approximately 38 employees, Avantos has raised $34.2 million in funding to support its mission of redefining client relationship management in finance.

Information Technology & Services

Also: client onboarding · client servicing · servicing ai · servicing workflow · user defined journey · industry data model · wealth management · asset management · banking · capital markets · private equity · smart workflows

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Avantos.ai

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