
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.
🕒 February 25
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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.
• Collaborate closely with product managers, engineers, and other designers • Drive the core promise of Avantos: simplifying how businesses serve their customers • Contribute to and evolve our design system • Advocate for the user and design process
• 2+ years experience building digital products • Expertise in Figma and design systems • Ability to consider business needs and balance speed, craft, and delivery • Comfortable tackling ambiguity and breaking down complex problems
• 401(k) matching • Health insurance • Paid time off • Professional development opportunities
Apply Now🕒 February 17
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🦅 H1B Visa Sponsor