Avantos website screenshot

Avantos

Avantos is an AI-native operating system for client management in financial services, built for wealth management and advisory firms. The platform unifies client data, products, teams, and workflows into a knowledge graph that powers agentic onboarding, relationship intelligence, and an AI-powered servicing workspace where agents anticipate client needs and streamline operations. It integrates with existing CRMs, custodians, and core systems, and is SOC 2 compliant with enterprise-grade architecture. Avantos raised a $35M Series A led by Bessemer Venture Partners, announced February 2026.

Avantos is profiled on the APIs.io network. Tagged areas include Company, Ai Ml, Financial Services, Wealth Management, and Client Management.

Avantos’ developer surface includes support and 5 more developer resources.

🌐 Visit website 📡 Source on GitHub
12.9/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5
0 APIs
CompanyAi MlFinancial ServicesWealth ManagementClient ManagementOnboardingCRMAI AgentsKnowledge Graph

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 12.9/100 · minimal
Contract Quality 0.0 / 25
Developer Ergonomics 0.9 / 20
Commercial Clarity 5.3 / 20
Operational Transparency 0.0 / 13
Governance 0.0 / 12
Discoverability 6.8 / 10
Agent readiness — 0/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/avantos: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Avantos Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Avantos Trust Center

SOC 2

SECURITY

Resources

Access & Security 3

Authentication, authorization, and security posture

TrustCenter
TrustCenter
 Compliance
Compliance
 DomainSecurity
DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support
Support

Commercial 1

Pricing, plans, and the legal terms of use

PrivacyPolicy
PrivacyPolicy

Company 1

The organization behind the API

Website
Website

Source (apis.yml)

apis.yml Raw ↑ 
aid: avantos
name: Avantos
description: Avantos is an AI-native operating system for client management in financial services, built for wealth management
  and advisory firms. The platform unifies client data, products, teams, and workflows into a knowledge graph that powers
  agentic onboarding, relationship intelligence, and an AI-powered servicing workspace where agents anticipate client needs
  and streamline operations. It integrates with existing CRMs, custodians, and core systems, and is SOC 2 compliant with enterprise-grade
  architecture. Avantos raised a $35M Series A led by Bessemer Venture Partners, announced February 2026.
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://framerusercontent.com/assets/0ZQlGTlyjPSF7ZvJxpVYYxmK4vQ.png
url: https://raw.githubusercontent.com/api-evangelist/avantos/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- bessemer-venture-partners
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-18'
tags:
- Company
- Ai Ml
- Financial Services
- Wealth Management
- Client Management
- Onboarding
- CRM
- AI Agents
- Knowledge Graph
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://avantos.ai/
- type: PrivacyPolicy
  url: https://avantos.ai/privacy
- type: TrustCenter
  url: https://app.secureframe.com/ext/trust-center/mosaic-iq/
- type: Compliance
  url: https://app.secureframe.com/ext/trust-center/mosaic-iq/
- type: Support
  url: mailto:info@avantos.ai
- type: DomainSecurity
  url: security/avantos-domain-security.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence