Avantos is an AI-native operating system for financial services firms, designed to systematize and institutionalize client data and servicing at scale. By replacing fragmented legacy systems with a unified, context-aware platform, Avantos enables firms to deliver consistent, high-quality client experiences across wealth, protection and retirement businesses. Avantos brings together the context of the client, the servicing team and the work being performed into a single intelligent environment-allowing AI to move beyond isolated insights and into real execution.

Key Contact

Funding Events

Date	Amount	Type	Investors	Valuation
02/18/26	$35,000,000	Series A	Bessemer Venture Partners Guardian Life Insurance Company SEI (Successful Entrepreneur Investors) Vanguard	undisclosed