Tech Blog

Avantos

Last verified 2026-05-06. JSON

The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.

Total raised$1.0Mattributed
Latest roundseed, $1.0M, 2024-01-01attributed
Foundedunknown
HeadquartersNew York, NY
Industryfintech ai
Stageseed
Websiteavantos.ai

Avantos AI-native client OS that unifies advisor data, products, teams, and work, with agentic onboarding, servicing, and relationship intelligence. Built for wealth managers and advisory firms; customers include Mercer Advisors, Guardian, Vanguard, and SEI. Raised a $35M Series A led by Bessemer Venture Partners.

Funding rounds

DateRoundAmountLead
2024-01-01seed$1.0Mbessemer

Detected tech stack

Framer Sites, Breezy HR, React 16.13.1, PHP

Provenance

FactStatusBasis
Seed, $1.0Mattributedvc-portfolio named as publisher. No document URL on file.
Total raised $1.0Mattributedvc-portfolio named as publisher. No document URL on file.
Company existenceself-reportedavantos.ai, read 2026-05-06
Descriptionself-reportedavantos.ai, read 2026-05-06

Nothing on this page is sourced yet. A sourced fact links to a document that states it.

Change history

No change recorded since records began on 2026-09-24.