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
11.2/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-08-20 · rubric v0.12.0
0 APIs
CompanyAi MlFinancial-ServicesWealth ManagementClient ManagementOnboardingCRMAI AgentsKnowledge Graph

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-08-20 · rubric v0.12.0
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
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: '0.23'
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