Avantos secures $25m Series A to scale AI platform

February 20, 2026

Avantos, an AI-native operating system designed to transform how financial institutions onboard and service clients, has raised $25m in a Series A funding round.

The Series A was led by Bessemer Venture Partners, with participation from new strategic investors including The Guardian Life Insurance Company of America, SEI and Vanguard.

The latest raise follows a $10m seed round completed in September 2024, led by E14 Fund, with backing from M13, Mercer Advisors and Blue Collective.

Avantos plans to use the new capital to continue investing in its platform, expanding its AI agents and building deeper integrations with custodians, CRMs, portfolio management systems, underwriting solutions and policy administration platforms.

The company was founded on insights developed by co-founders Bassam Chaptini and Rabih Ramadi, drawing on their experience in financial services. They identified that while firms often have ambitious strategies to strengthen and deepen client relationships, the fragmented systems they rely on are not designed to support seamless execution across the client lifecycle.

Avantos addresses this challenge with an AI-native system built on a knowledge graph that creates contextual understanding around client relationships. By linking products, service teams, workflows and service expectations within a single environment, the platform enables both AI agents and human teams to operate from a shared source of truth. This allows AI to reason across relationships, orchestrate work and execute tasks across multiple systems with appropriate oversight. The result is intended to deliver a consistent, personalised, compliant and scalable model for onboarding and servicing clients.

Bessemer Venture Partners vice president Eric Kaplan said, “Client service in financial services is drowning in point solutions and administrative burden. We believe that AI can change this paradigm, and that Avantos stands alone as a true end-to-end platform to deliver client services across wealth, insurance, retirement and banking. Its AI agents bring the required sophistication in advanced reasoning to handle the complex long-horizon tasks that define client management.

“Bassam and Rabih bring rare empathy and insight from building enterprise software for these same institutions, and we’re already seeing that validated through partnerships with industry leaders.”

Mercer Advisors president Daniel Gourvitch said, “Avantos has transformed how our teams deliver an integrated standard of financial care across investments, planning, estate, tax and other services to meet the needs of our clients. Avantos helps our teams stay connected and have deep, instant context on our client relationships. That connection enables us to deliver even more effectively on our fiduciary promise to the families that we serve.”