# Avantos

> AI\-native operating system for financial services client onboarding and servicing

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | New York, NY, USA |
| Founded | 2024 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Series A |

## Overview

Avantos is a client onboarding and servicing platform for financial services firms, including insurance carriers, wealth managers, broker-dealers, and retirement service providers. The platform is built around a knowledge graph that unifies client data, product information, team structures, and workflows, enabling AI agents and human teams to operate from a shared context.

The core product is a SaaS platform combining an onboarding automation layer, a relationship intelligence engine, and a servicing workspace. AI agents handle document extraction, data collection, follow-ups, and coordination across systems -- integrating with custodian platforms, CRM systems, portfolio management tools, underwriting solutions, and policy administration platforms to reduce manual data entry.

Founded in 2024 by Bassam Chaptini (former McKinsey partner with a PhD in AI from MIT) and Rabih Ramadi (15-year KPMG partner), Avantos raised USD 10M in seed funding in September 2024 and closed a USD 25M Series A led by Bessemer Venture Partners in February 2026. Strategic investors include The Guardian Life Insurance Company of America, SEI, and Vanguard. Customers include Mercer Advisors, Guardian Life, SEI, and Vanguard.

## Products & services

### Onboarding Platform

AI-powered automation for client data collection, document extraction, and account opening coordination. Agents handle follow-ups and data synchronization across CRM systems and custodian platforms, eliminating manual data entry in wealth, insurance, retirement, and banking onboarding workflows.

**Key features:**

- Automated document extraction and data collection
- AI\-driven follow\-up coordination
- Integrations with CRM and custodian platforms

*Target users:* Insurance carriers, wealth managers, broker\-dealers, independent RIAs, custodians

### Relationship Intelligence

A living client record built on a knowledge graph that reflects household structures, related entities, financial context, and product holdings. Data is automatically synthesized from multiple connected systems -- CRMs, portfolio management, underwriting, and policy administration platforms.

**Key features:**

- Knowledge graph\-based client data model
- Multi\-system data synthesis
- Household and entity relationship mapping

*Target users:* Wealth advisors, insurance carrier service teams, asset managers

### Servicing Platform

A unified workspace where AI agents anticipate client needs, generate work items, and coordinate service delivery across teams and systems. Supports complex, multi-system transactions combining AI and human action.

**Key features:**

- AI\-generated work item routing
- Multi\-team workflow orchestration
- Cross\-system transaction coordination

*Target users:* Insurance carriers, financial services firms, retirement service providers

## Category & focus

- Subcategories: Client onboarding automation, relationship intelligence, servicing workflows, AI agents
- Insurance verticals: Life & Annuity, P&C Commercial, Group Benefits
- Target customers: Carriers, Brokers, MGAs/MGUs

## Notable customers

- The Guardian Life Insurance Company of America
- Mercer Advisors
- SEI
- Vanguard

## Links

- Website: <https://avantos.ai>
- Directory profile: <https://insurtechlist.com/companies/avantos/>
- Linkedin: <https://www.linkedin.com/company/avantos-ai>

---

*Last updated: 2026\-06\-12*