Some companies raise capital. Others raise standards. Avantos just did both. In 2024, Bassam Chaptini and Rabih Ramadi looked at financial services and saw the same thing every operator sees but few fix. Onboarding stitched together with email. Servicing trapped in swivel chairs and legacy screens. Client data scattered like loose change in different pockets. So they built Avantos, an AI native operating system for client management that does not just sit on top of the chaos but actually organizes it.
Now Avantos has secured $35M in total funding, including a $25M Series A led by Bessemer Venture Partners, with participation from Guardian, SEI, and Vanguard. Returning investors E14 Fund, M13, Mercer Advisors, and Blue Collective doubled down. When institutions of that caliber lean in, it is not curiosity. It is conviction.
Avantos is the engine. A knowledge graph driven foundation that pulls data from custodians, CRMs, portfolio management tools, underwriting systems, and policy administration platforms into a shared client context. AI agents reason across relationships. Orchestration engines coordinate long running workflows. Humans and machines operate from the same source of truth. No smoke. No theater. Just execution.
In an early large scale deployment with a major wealth manager, Avantos reported a 30% increase in adviser productivity and about a 50% reduction in operational processing and technology cost. Read that again. Productivity up. Cost down. In a sector where margin pressure and compliance demands do not take vacations.
Mercer Advisors is not only an investor but also a customer, aligning capital with implementation. Strategic investors like Guardian, SEI, and Vanguard are not tourists in fintech. They are ecosystem anchors. When they back an AI native platform built for regulated environments with enterprise grade security and compliance, the signal carries weight.
Bassam Chaptini, former Partner at McKinsey and Founding Member and CTO at Unqork, knows how to translate complexity into systems. Rabih Ramadi, Co Founder and CEO, brings deep financial services experience and the pattern recognition that only comes from years in the trenches. Together, they are not chasing headlines. They are building infrastructure.
Financial institutions talk about client centricity. Avantos is wiring it into the operating system. Multi product. Multi channel. Lifecycle wide. The quiet revolution is not louder marketing. It is better plumbing.
$35M is fuel. The destination is becoming the operating system for client management across wealth, insurance, retirement, banking, and asset management. If onboarding is the front door and servicing is the hallway, Avantos just bought the blueprint to the whole building.
