Avantos

Avantos is an AI-native operating system built on a knowledge graph that connects client data, products, teams, and work into a single, continuously updated system of context. This allows AI agents to reason across relationships, plan next steps, and take action with an understanding of where each client stands, what’s required, who’s involved, and what needs to happen next. The company's AI-native operating system systematizes and institutionalizes client data for financial services firms, enabling them to deliver better client experiences across wealth, protection, and retirement businesses.