Avantos
AI-native onboarding and client servicing OS for wealth firms
Avantos offers an AI-native operating system for client onboarding and servicing at RIAs, private banks, broker-dealers, insurers and custodians. A knowledge graph links products, teams and workflows, and AI agents work alongside human service staff.
GAII take
Strategic investors Vanguard and SEI signal enterprise pull; servicing automation is a less crowded wedge than meetings.
Strategic investors Vanguard and SEI signal enterprise pull; servicing automation is a less crowded wedge than meetings.
- Website
- avantos.ai
- Headquarters
- New York, NY, USA
- Company type
- Startup
- Funding
- $35M · Series A
- Latest round
- Series A · $25M · Feb 2026
- Status
- Active
- Founders
- Bassam Chaptini, Rabih Ramadi
- Investors
- Bessemer Venture Partners, E14 Fund, M13, Vanguard, SEI, Guardian Life
- Named customers
- Mercer Advisors
- Also in
- Risk, Compliance & Operations
- Buyer
- Wealth managers & RIAsAsset managers
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Agents & automationKnowledge graph
- Delivery
- SaaS application
GAII ID GAII-T0048 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.