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Avantos

Category: AI in Fintech

An AI-native operating system for client management in financial services that layers a knowledge graph on top of core systems to create a shared system of context for humans and AI agents to operate together. Avantos was founded in 2024. The company is led by Bassam Chaptini and Rabih Ramadi (Co-CEOs). Based in New York, United States. Team size: 39. Total funding raised: $35.0M. Latest round: Series A ($25.0M, Feb 2026). Key investors include ["Bessemer Venture Partners","Vanguard","Guardian Life Insurance","SEI Investments","E14 Fund","M13","Blue Collective"].

Founded
2024
Headquarters
New York, United States
Team size
39
Total funding
$35.0M

Value proposition

Transforms client onboarding from weeks to days and enables scalable personalized service through AI-powered workflow automation, reducing manual coordination across disconnected systems while maintaining human control and enterprise-grade compliance.

Products and solutions

["AI-Native Knowledge Graph Platform","Automated Onboarding and Servicing Workflows","Client Lens (AI-powered client relationship intelligence)","Relationship Management System","Agentic Workflow Orchestration","Customizable Client Journey Builder"]

Unique value

Proprietary knowledge graph architecture that models not just individual clients but the entire web of relationships including spouses, children, trusts, entities, financial products, and advisory teams. AI agents participate directly in workflows, reasoning across complex relationships and executing tasks across multiple systems.

Target customer

Large financial institutions including wealth management firms, registered investment advisors (RIAs), insurance companies, asset managers, and banks experiencing operational complexity in client onboarding and servicing

Industries served

["Wealth Management","Financial Services","Insurance","Asset Management","Banking","Investment Advisory"]

Technology advantage

Combines enterprise-grade security (SOC2 certified) with seamless integration into existing CRM, custodian, and core systems without requiring replacement. The platform understands full client context and can coordinate work across teams from a single intelligent interface.

How they differentiate

AI-native operating system with proprietary knowledge graph architecture that models complex relationship webs and enables AI agents to participate directly in workflows across multiple systems while humans maintain control. Seamless integration without replacement.

Main competitors

["TIFIN","WealthBlock","AdvisorEngine"]

Key partnerships

["Bessemer Venture Partners","Vanguard","Guardian Life Insurance Company","SEI Investments","Mercer Advisors","E14 Fund","M13","Blue Collective"]

Notable customers

["Mercer Advisors ($96B AUM, 400+ advisors)","Vanguard","Guardian Life Insurance","SEI Investments"]

Major milestones

["Seed round led by MIT-affiliated E14 Fund in Sep 2024","Series A led by Bessemer Venture Partners in Feb 2026","Strategic investment from Vanguard, Guardian Life, and SEI in Feb 2026","Platform deployment at Mercer Advisors with 400+ advisors","SOC2 certification achieved","Total funding reached $35M across two rounds"]

Growth metrics

Secured strategic investments from major financial institutions including Vanguard, Guardian Life, and SEI. Successfully serving enterprise clients including Mercer Advisors ($96B AUM, 400+ advisors) within first 18 months of operations.

Market positioning

Early-stage enterprise fintech SaaS challenger in wealth management AI platforms, targeting large financial institutions with AI-powered client onboarding and servicing automation.

Geographic focus

United States, with primary focus on North American financial institutions

Patents and IP

No registered patents publicly disclosed as of latest update

About Bassam Chaptini and Rabih Ramadi (Co-CEOs)

Bassam Chaptini: Former CTO and founding member at Unqork, Partner at McKinsey & Company for approximately 10 years in the Financial Services practice. Holds a Ph.D. in AI and M.S. in Machine Learning from MIT. Rabih Ramadi: Founding team member and Chief Revenue Officer at Unqork, Senior Partner at KPMG for 15 years where he led the Capital Markets practice.

Official website: