Company Overview

Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.

Supported by Bessemer Venture Partners and MIT’s investment arm, our team comprises

execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry

challenges, and build technology that empowers users to take charge of their workflows.

About the Role

Avantos is the platform enterprise financial firms run their client operations on: the advisor-facing portal, the data ingestion that feeds it, reporting and notifications, third-party integrations, AI-assisted features, and the automated journeys that carry a client process end to end. When any part of it misbehaves in production, you are the person who finds out first, wor