Avantos provides an AI-native operating system that unifies client data, products, teams and workflows for wealth management and financial services firms. Its platform powers client onboarding, relationship management and ongoing servicing through agentic workflows, a knowledge graph that connects CRMs, custodians and core systems, and relationship intelligence that maintains rich client context. Founded in 2024 in New York by Bassam Chaptini (MIT AI PhD, former McKinsey partner) and Rabih Ramadi (former KPMG partner), Avantos is SOC 2 certified and counts Mercer Advisors, Guardian, Vanguard and SEI among customers. It raised a $25M Series A led by Bessemer Venture Partners with Vanguard and SEI, bringing total funding to $35M.