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§ Private Profile · New York City, NY, USA
AI-native operating system for financial institutions, unifying client data and servicing to streamline workflows and client management.
Avantos has raised $25.0M across 1 funding round.
Avantos has raised $25.0M in total across 1 funding round.
Based in New York, New York, Avantos provides an artificial intelligence-native operating system that unifies client data and servicing workflows for financial institutions. The enterprise software platform replaces fragmented legacy systems with a context-aware knowledge graph, enabling automated onboarding and personalized client management across the wealth, insurance, retirement, and banking sectors. The company serves major financial services firms, including Mercer Advisors, a registered investment advisor with $96 billion in assets under management. Avantos has secured $35 million in total venture capital funding, which includes an initial $10 million seed round and a $25 million Series A financing round led by Bessemer Venture Partners. This recent Series A funding round also included strategic investments from prominent industry entities such as Guardian Life, SEI, and Vanguard. The enterprise software company was founded by Bassam Chaptini and Rabih Ramadi.
Avantos has raised $25.0M across 1 funding round. Most recently, it raised $25.0M Series A in February 2026.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 18, 2026 | $25M Series A | Eric Kaplan | Mike Perry, Jeff Benfield, Danielle Corey | Announced |
Avantos has raised $25.0M in total across 1 funding round.
Avantos's investors include Eric Kaplan, Mike Perry, Jeff Benfield, Danielle Corey.