Avantos Raises $25M Series A for AI Client OS
Avantos, a San Francisco-based AI-native operating system for client management in financial services, has raised $25 million in Series A funding led by Bessemer Venture Partners, bringing total funding to $35 million including a prior $10 million seed round. The platform unifies client data, products, teams, and workflows into a knowledge graph-powered shared system of context. AI agents handle onboarding, servicing, relationship management, and growth while integrating seamlessly with existing tech stacks like CRMs and custodians.
The capital will fuel expansion of AI agents and integrations to scale client servicing across wealth management firms, asset managers, private banks, and more.
AI Agents Reshape Client Workflows
The timing aligns with surging investor interest in AI-driven fintech infrastructure. Avantos positions itself as a comprehensive OS, contrasting with point solutions in onboarding or CRM enhancements. Its knowledge graph foundation enables real-time, contextual intelligence that legacy systems struggle to match.
Fragmented Data Plagues FinServ
Financial institutions face siloed client data across CRMs, custodians, and legacy tools, slowing onboarding processes that often take weeks for KYC, validation, and signatures. Relationship managers lack unified household views, missing cross-sell opportunities on trillions in assets under management. Traditional platforms fail by layering AI on outdated architectures, leading to incomplete insights and manual workflows.
Knowledge Graph Powers Unified OS
Avantos built an AI-native platform with three core products: AI agentic onboarding for automated data collection and compliance; Relationship Intelligence for living client records, AI briefings, and opportunity pipelines; and a Servicing Platform with AI workspaces, chat, portals, and proactive automations. Unlike Salesforce Financial Services Cloud or point tools like DocuSign for signatures, Avantos' knowledge graph creates a persistent, queryable context layer that evolves with interactions.
This enterprise-grade design supports customization and SOC2 compliance, already trusted by major players including Mercer Advisors, Vanguard, Guardian, and SEI.
Bessemer Backs Strategic Validation
Bessemer Venture Partners led the round, joined by ICONIQ Growth, Bain Capital Ventures, and E14 Fund. Notably, customers Guardian, SEI, and Vanguard participated as strategic investors, signaling strong product-market fit and go-to-market validation. This blend of growth capital and customer commitment underscores Avantos' potential to become infrastructure for the client lifecycle in financial services.
WealthTech Infrastructure Heats Up
The wealth management and asset management software market sees intensifying competition as firms digitize client operations. Avantos enters a landscape shifting toward AI orchestration, where unified data platforms promise efficiency gains. With 51-200 employees since its 2024 founding, the company scales amid broader fintech AI momentum.
Strategic backers like Vanguard highlight demand from custodians handling massive AUM.
Repeat Founders Fuel Rapid Growth
Avantos was founded in 2024 by repeat fintech entrepreneurs Bassam Chaptini and Rabih Ramadi, bringing deep expertise in AI, enterprise software, and financial services. Their prior experience positions the team to tackle complex integrations and workflows that elude newer entrants. This leadership has secured blue-chip customers and SOC2 certification within a year.