Avantos, a New York–based company offering AI-driven solutions for client onboarding and servicing in financial services, has raised $25 million in a Series A funding round.
Investors
The funding round was led by Bessemer Venture Partners, with participation from Guardian Life Insurance, SEI, Vanguard, and prior investors including E14 Fund, M13, Mercer Advisors, and Blue Collective.
Bessemer Venture Partners is a global venture capital firm that helps entrepreneurs lay strong foundations to build enduring companies. With more than 150 IPOs and over 420 portfolio companies across industries, Bessemer supports founders and CEOs from the seed stage through every phase of growth. The firm has investment teams in San Francisco, Silicon Valley (Redwood City), New York, Boston, London, Bangalore, and Tel Aviv.
Avantos Use of Funds
The company will use the funds to expand its AI platform, enhance integrations with custodians, CRMs, portfolio management tools, underwriting, and policy administration systems, and support broader platform growth.
About Avantos
Avantos is an AI-native operating system for financial services firms, designed to systematize and institutionalize client data and servicing at scale. Built on a knowledge graph, the platform links products, service teams, workflows, and client expectations, enabling AI agents and human teams to work from a shared context. Avantos orchestrates tasks across systems with oversight, supporting long-term client relationships while reducing administrative friction. Headquartered in New York, Avantos serves asset managers, private banks, insurance carriers, broker-dealers, independent RIAs, and custodians.
Funding Details
Company: Avantos, Inc.
Raised: $25.0M
Round: Series A
Funding Date: February 2026
Lead Investor: Bessemer Venture Partners
Additional Investors: Guardian Life Insurance, SEI, Vanguard, E14 Fund, M13, Mercer Advisors, Blue Collective
Company Website: https://www.avantos.com/
Software Category: Financial Services / AI Client Servicing / Client Management
Source: https://www.businesswire.com/news/home/20260218815049/en/