Avantos is an AI-native operating system for client servicing in financial services, built on a knowledge graph that unifies client data, products, workflows, and service teams across wealth, insurance, retirement, and banking. It is Bessemer-backed, with strategic investors including Guardian Life, SEI, and Vanguard.
Key features: Knowledge-graph client data model · Servicing workflow automation · Coverage across insurance and wealth · Service-team coordination
Pros: Backed by major financial-services investors · Unified data and workflow approach · Spans insurance and broader financial servicing
Cons: Early-stage platform · Pricing not publicly listed
Pricing: Quote-based, not publicly listed.
Best for: Financial-services and insurance firms
Audience: agency
