Tag: Avantos

Aspen 2.0 targets wealth management’s data problem

Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...

Avantos secures $25m Series A to scale AI platform

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...

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