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.