Avantos

Based in New York, US, and founded in 2024 by, Mosaic IQ Holdings, Inc. , doing business as Avantos, that specializes in developing advanced AI solutions for financial services. In February 2026, Mosaic IQ Holdings, Inc. raised USD 25 million in series A funding led by Bessemer Venture Partners, with participation from Guardian Life Insurance, Vanguard Group, and SEI Investments Company.

Avantos specializes in providing an advanced AI-powered business operating system designed for onboarding and servicing within the financial services sector. The company’s offerings include a purpose-built data model that captures industry-specific insights, facilitating client onboarding and servicing processes. The platform incorporates AI agents for various industries, serving as copilots for front-line staff and operations. It offers various features a journey builder that allows businesses to create and manage services through pre-built templates and integrations, improving user experience and operations.

As of 2024, Avantos serves various markets in North America and Europe, serving financial institutions, and wealth management firms. The company intends to use the February 2026 series A funding to grow its AI tools and improve connections with financial systems like CRMs, custodians, and portfolio platforms to support its AI-based services for financial institutions.