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

11.2/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-09-08 · rubric v0.20.0

0 APIs

Company Ai Ml Financial-Services Wealth Management Client Management Onboarding CRM AI Agents Knowledge Graph

Kin Score

Kin Score How this is scored →
scored 2026-09-08 · rubric v0.20.0

Composite quality — 11.2/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 1.0 / 20

Access Clarity 5.3 / 20

Operational Transparency 0.0 / 13

Contract Governance 0.0 / 12

Discoverability 5.0 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

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

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

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)

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.
deliveryModel:
  model: unknown
  open_source: false
  commercial: false
  callable_host: false
  label: Delivery model not determined — needs a product licence on record
  confidence: low
  source:
  - none
  generated: '2026-08-28'
  method: derived
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: '0.23'
created: '2026-07-17'
modified: '2026-07-18'
tags:
- Company
- Ai Ml
- Financial-Services
- Wealth Management
- Client Management
- Onboarding
- CRM
- AI Agents
- Knowledge Graph
tags_raw:
- 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

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