# Avantos

**Canonical:** https://apis.io/providers/avantos/  
**Website:** https://avantos.ai/  
**APIs profiled:** 0

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.

## Kin Score — 11.2 / 100 (emerging)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 11.2).

| Facet | Score |
|---|---|
| Discoverability | 50.0 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 4.8 |
| Commercial Clarity | 26.3 |
| Access Clarity | 26.3 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## Security (2)

- **Avantos Domain Security** — TLSv1.3 · HSTS · DMARC
- **Avantos Trust Center** — SOC 2

## Tags

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

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/avantos/). Scores are computed from the provider's own public artifacts under a published rubric.