Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced...

Avantos raises $25M Series A to expand AI financial platform. 18 February 2026 Key Takeaways * Avantos raised $25M Series A led by Bessemer Venture Partners with Guardian, SEI, and Vanguard participating. * Avantos aims to unify fragmented financial technology stacks into a single intelligent platform to improve client experiences and operational efficiency. * The funds will be used to expand AI agents and deepen integrations with financial systems like CRMs and portfolio tools. In an emerging milestone, New York-based artificial intelligence startup Avantos has raised $25 million in Series A funding. Avantos is building an AI-Native Operating System for fintech. This funding was led by Bessemer Venture Partners with The Guardian Life Insurance Company of America, SEI, and Vanguard. Avantos is looking to transform the American financial services industry by developing AI-driven solutions to simplify workflows and data orchestration in the client onboarding, relationship management, and servicing lifecycle. The company prides itself on being an AI operating system that integrates and transforms financial services processes into a single smart environment. The platform enables clients, service teams, and financial products to collaborate with AI and human agents around a unified data, workflows, and services system. Currently, financial services companies use a variety of split systems to manage onboarding, compliance, servicing, and portfolio management. Avantos claims this disintegration of systems makes it complicated to offer customer experiences that are consistent and individualized at scale. Avantos intends to solve this problem by integrating data and workflows in a context-aware, knowledge graph-based system. Strong investor backing signals market confidence. Bessemer Venture Partners led the Series A round, and they are one of the largest venture capital firms in the industry, focused on major technology companies. It is also worth noting the participation of Strategic investors Guardian, SEI, and Vanguard, who remark on the increasing interest of traditional financial services firms in AI-based infrastructural solutions. The new capital builds on Avantos' earlier $10 million seed round in September 2024, which was led by MIT-affiliated E14 Fund with participation from M13, Mercer Advisors, and Blue Collective. This growing investor base reflects confidence in Avantos' vision to transform client servicing and operations across wealth management, insurance, and retirement services. Growing demand for AI infrastructure in finance. Recent funding has come due to broad increases in funding due to investment in AI infrastructure startups that focus on enterprise markets. Financial institutions have begun using AI technology to enhance organizational effectiveness, tailor services to customers, and reduce the burden of compliance. Companies such as Avantos are beginning to streamline AI enterprise solutions, which arguably place them as the foundational operational building blocks of an industry. Avantos is backed by large investors in the financial industry and, as such, is prepared to enter the rapidly changing and growing field of technology for financial services, which is used to control relationships with clients that are complex and inconsistent. With new funding and investors, Avantos's new articulated objectives are to enhance the development of its product and to increase the number of partnerships with investors in the field of financial technology. With a redesign, the company may have the potential to become a valuable partner in the field of financial technology. If successful, Avantos could become a critical infrastructure provider for wealth management, insurance, and retirement services, offering financial firms a centralized AI-powered platform to manage the entire client lifecycle. I'm a crypto writer with 4+ years of experience passionate about turning big, technical ideas into content anyone can understand. From blockchain to stablecoins to everything in between, I enjoy helping readers stay informed in a space that never stops moving. Disclaimer VentureBurn is a media platform covering the latest in cryptocurrency, artificial intelligence, venture capital, and the startup ecosystem. Opinions expressed on VentureBurn are for informational purposes only and do not constitute investment advice. Before making any high-risk investments in digital assets or emerging technologies, readers should conduct their own due diligence. All transactions and financial decisions are made at your own risk, and any losses incurred are solely your responsibility. VentureBurn does not endorse or recommend the buying or selling of any digital assets and is not a licensed investment advisor. Please note that VentureBurn may participate in affiliate marketing programs.

Avantos, an AI-native operating system for financial services, has raised $35 million in total funding, including a $25 million Series A round led by Bessemer Venture Partners. Strategic investors include Guardian Life Insurance, SEI, and Vanguard. The round follows a $10 million seed round in September 2024 led by E14 Fund. The company has built a platform using AI agents and knowledge graphs to unify client onboarding and servicing across wealth management, insurance, retirement and banking. The system connects client relationships, products, service teams and workflows into one context-aware environment, addressing fragmentation in legacy systems. Avantos serves asset managers, private banks, insurance carriers, broker dealers and independent RIAs. The funding will support platform expansion, including deeper integrations with custodians, CRMs and portfolio management tools.