About Avantos.ai
Avantos is the AI-native operating system for client management in financial services, built on a knowledge graph that connects client data, products, teams, and workflows into a single, continuously updated system of context. Its platform enables financial institutions — including wealth managers, asset managers, private banks, insurance carriers, and broker-dealers — to onboard, service, and grow client relationships via AI agents, seamless integrations, and enterprise-grade security. The company was founded in 2024 and is headquartered in New York, NY.
Company details
Funding
Total raised
$35M
Last stage
Series A
Investors
Founders
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.