Avantos Named to 2026 CB Insights’ 100 Most Promising Fintech Startups
Recognition in capital markets and asset management highlights growing demand for AI-native advisor technology
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Avantos, an artificial intelligence (AI)-native financial technology company providing an operating system designed to reimagine how financial institutions onboard and service clients, was named by CB Insights to its ninth annual Fintech 100 ranking, showcasing the 100 most promising fintech startups in the world.
“The 2026 Fintech 100 identifies the startups reshaping how financial services work behind the scenes,” said Aisha Chandraker, Fintech Analyst at CB Insights. “This year’s cohort spans payments, lending, wealth, and digital assets, and what unites them is the data behind their selection: strong deal activity, top-tier investors, and partnerships with industry leaders.”
“Being recognized by CB Insights alongside companies shaping the future of financial technology further validates our approach to solve the complexity of client management,” said Bassam Chaptini, Co-founder and Co-CEO of Avantos. “AI has enormous potential to transform financial services, and its greatest value will come from giving financial institutions a holistic understanding of their clients and enabling them to act on that context. At Avantos, we’re building technology that strengthens the human relationships at the heart of financial advice.”
The list spans 21 categories across six sections of the fintech market, from payments and business finance to capital markets and connectivity. The CB Insights research team picked winning companies based on CB Insights datasets, including deal activity, industry partnerships, team strength, investor strength, employee headcount and proprietary metrics.
Quick facts on the 2026 Fintech 100:
- $10.9B in equity funding raised over time, including more than $3.2B in 2026 so far (as of 10/5/2026)
- 330+ business relationships since 2025, including with industry leaders like JPMorganChase, Mastercard, and NASDAQ
- 51 early-stage startups, 13 of which are at the seed stage
To date, Avantos has built significant momentum in advancing AI-driven client servicing across financial services. Earlier this year, the company announced a $25 million Series A to support continued investment in its AI-native platform. Avantos serves clients across the financial services ecosystem, including broker-dealers, independent RIAs, asset managers, private banks, insurance carriers and custodians. Through its purpose-built operating system and unified knowledge graph, Avantos helps financial institutions move beyond fragmented legacy systems toward a more connected, intelligent, human-focused approach to client management and servicing. The platform is built on the founders’ thesis that AI agents are only as powerful as the context in which they operate.
For more information about the companies and trends shaping the future of financial services, interested parties can register to join CB Insights’ upcoming webinar on November 10. Senior Analyst Aisha Chandraker will share the research behind the 2026 Fintech 100, spotlight standout companies and explore the key trends defining this year’s cohort, from AI-driven innovation to blockchain adoption and regulatory technology.
About CB Insights
CB Insights creates conviction for dealmakers in the private markets. The world’s top companies and investors rely on our intelligence to find their next investment, acquisition, partner, or customer. Our dataset is fortified with expert analyst judgment, proprietary operator interviews, and early signals of strategic intent that equip leaders and their AI agents with the clarity to act. Visit www.cbinsights.com for more information.
About Avantos
Avantos is an AI-native operating system for financial services firms, designed to systematize and institutionalize client data and servicing at scale. By replacing fragmented legacy systems with a unified, context-aware platform, Avantos enables firms to deliver consistent, high-quality client experiences across wealth, retirement, workplace benefits and insurance businesses. Avantos brings together the context of the client, the servicing team and the work being performed into a single intelligent environment – allowing AI to move beyond isolated insights and into real execution. For more information, visit avantos.ai and follow Avantos on LinkedIn.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261102482567/en/
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