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

10.9/100 minimal ▬ flat Agent 0/100 human only Front door AI 6/6 dominant Full breakdown ↓
scored 2026-09-25 · rubric v0.23.0

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 2026-09-25 · rubric v0.23.0

Composite quality — 10.9/100 · minimal

Contract Quality 0.0 / 21

Developer Ergonomics 0.8 / 17

Access Clarity 4.5 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 4.1 / 9

Regulatory Posture 2.2 / 15

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

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

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.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

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
- Financial-Services
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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