Business Overview

Avantos is a New York-based technology company redefining how financial institutions manage client onboarding and servicing. Built on a knowledge graph data architecture, the platform delivers AI-driven orchestration, seamless integration, and an intuitive user experience - all with enterprise-grade security and compliance.

Avantos’s mission is to shift financial services from a product-centric to a customer-centric, multi-product model enabling exceptional client journeys, accelerating frontline productivity, and unlocking cross-sell opportunities while improving scale and reducing operational risk.

Backed by four top-tier venture firms in a major seed round, Avantos entered production in early 2024 with a leading global wealth manager, operating in stealth and already showing exceptional results.

The company prides itself with its product and engineering culture. The founders are both engineers and industry product experts. Core value propositions include:

• Knowledge graph–enabled data layer: captures complex client-product-agent relationships, enabling AI at scale.
   
• Pre-built onboarding and servicing journeys: purpose-built for wealth and insurance.
   
• Context-aware UI: customisable, reactive interface tailored to workflows.
   
• Agentic automation: dynamic AI workflows by entity, product, and jurisdiction.
   
• Smart builder: AI-assisted workflow creation and editing.
   
• Integrated ecosystem: real-time data integration with best-in-class tech.

Customers

Avantos is a next-generation product built to redefine how financial institutions handle client management all the way from onboarding to servicing - expanding clients access to financial products, and building loyalty, trust, and long-term growth Powered by a knowledge graph data structure, it brings AI-driven orchestration, integration, and user experience with enterprise-grade security and compliance. Avantos first production deployment with a major wealth manager delivered a 30% increase in adviser productivity and a ~ 50% reduction in operational processing and technology cost.