# Avantos

> Avantos is an AI-native operating system for client management in financial services. Built on a knowledge graph that connects client data, products, teams, and work, its AI agents power onboarding, servicing, and growth while fitting into existing tech stacks. Founded in 2024 in New York by Bassam Chaptini and Rabih Ramadi, the company launched with Mercer Advisors and raised a $25M Series A led by Bessemer Venture Partners in February 2026, bringing total funding to $35M.

- **Founded:** 2024
- **Headquarters:** New York, New York, United States
- **Founders:** Bassam Chaptini (Co-Founder & CEO), Rabih Ramadi (Co-Founder & CEO/President)
- **Team size:** ~39 employees
- **Products:** Onboarding, Servicing Platform, Relationship Intelligence
- **Notable:** Raised $35M total funding within roughly 18 months of founding, Series A of $25M led by Bessemer Venture Partners (Feb 2026), Secured strategic investment from Vanguard, SEI, and Guardian Life

## Products & services

- **Onboarding** — AI agents prepare and coordinate dynamic onboarding journeys, executing work across systems while keeping humans in control.
- **Servicing Platform** — Customizable servicing workflows that coordinate across teams, monitor progress, and deliver an integrated standard of client care.
- **Relationship Intelligence** — A continuously updated knowledge graph connecting client data, products, teams, and work to surface proactive client insights and growth opportunities.

## Achievements

- Raised $35M total funding within roughly 18 months of founding
- Series A of $25M led by Bessemer Venture Partners (Feb 2026)
- Secured strategic investment from Vanguard, SEI, and Guardian Life
- Launched with and scaled to tens of thousands of clients at Mercer Advisors ($96B AUM)
- Founding team combines an MIT AI PhD with senior McKinsey and KPMG financial-services leadership

## Latest updates

- **2026-02** — Closed $25M Series A led by Bessemer Venture Partners with Vanguard, SEI, and Guardian Life joining.
- **2026-06** — CEO Bassam Chaptini featured on the Power Your Advice podcast discussing AI built for the real work of client management.
- **2024-09** — Closed $10M seed round led by MIT-affiliated E14 Fund with M13, Mercer Advisors, and Blue Collective.

## Links

- Website: https://avantos.ai
- LinkedIn: https://www.linkedin.com/company/avantos-ai

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Profile page: https://yespress.io/avantos-ai
Published by YesPress — https://yespress.io
Last updated: 2026-06-10