aid: avantos
name: Avantos
description: 'Avantos is an AI-native operating system for client management in financial
  services, built for wealth management and advisory firms. The platform unifies client
  data, products, teams, and workflows into a knowledge graph that powers agentic onboarding,
  relationship intelligence, and an AI-powered servicing workspace where agents anticipate
  client needs and streamline operations. It integrates with existing CRMs, custodians,
  and core systems, and is SOC 2 compliant with enterprise-grade architecture. Avantos
  raised a $35M Series A led by Bessemer Venture Partners, announced February 2026.'
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://framerusercontent.com/assets/0ZQlGTlyjPSF7ZvJxpVYYxmK4vQ.png
url: https://raw.githubusercontent.com/api-evangelist/avantos/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- bessemer-venture-partners
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-18'
tags:
- Company
- Ai Ml
- Financial Services
- Wealth Management
- Client Management
- Onboarding
- CRM
- AI Agents
- Knowledge Graph
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://avantos.ai/
- type: PrivacyPolicy
  url: https://avantos.ai/privacy
- type: TrustCenter
  url: https://app.secureframe.com/ext/trust-center/mosaic-iq/
- type: Compliance
  url: https://app.secureframe.com/ext/trust-center/mosaic-iq/
- type: Support
  url: mailto:info@avantos.ai
- type: DomainSecurity
  url: security/avantos-domain-security.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence