Avantos is building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. We just GA-d our MVP, which is a task management system for financial advisors to manage the work they do on behalf of their clients and an AI-notetaker that sits on calls between financial advisors and their clients and creates new tasks by pulling in transcript and CRM data. We’re a product-led team composed of founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies.
