Avantos AI

Avantos AI builds an AI-native operating system for client management in financial services. Its software is designed to transform how institutions onboard clients, deliver advice and handle core servicing workflows, by unifying fragmented data and automating complex processes across the full client lifecycle. The company operates at the intersection of wealth management and enterprise software, and its platform is in production with major wealth managers.

The Avantos Platform is built on a knowledge graph data structure with AI-driven orchestration, systems integration and enterprise-grade security, with compliance designed in from the outset. The company reports a 30% increase in adviser productivity among users, alongside significant reductions in both operational processing costs and technology costs. An explicit aim of the product is to turn client service from a cost centre into a growth engine.

Technical work at Avantos spans AI-driven orchestration, knowledge graph data structures, data unification, process automation, systems integration and enterprise-grade security. The sector focus is financial services and wealth management, domains in which security, compliance and reliability are prerequisites rather than afterthoughts.