Remote Jobs at Avantos.ai

Avantos.ai

51 - 200 employees

Founded 2024

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

💰 $9.2M Seed Round - Avantos on 2024-10

SaaS • Artificial Intelligence • Fintech

Avantos. ai is an AI-native operating system for client management that unifies client data, products, teams, and workflows into a single knowledge-graph-backed system of context. It provides AI agents and agentic workflows for onboarding, relationship management, servicing, and upsell — streamlining account opening, document extraction, task coordination, and ongoing advisor-client servicing. Built as an enterprise-grade, SOC2-certified platform that integrates with CRMs, custodians, and core systems, Avantos. ai targets wealth managers, advisors, and financial services firms seeking to modernize client operations and drive growth through AI-powered automation and relationship intelligence.