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- Full-time
- Seniority
- Senior
About the role
Company overview Avantos is building the industry’s first AI-native operating system for financial services , redefining how firms onboard clients, deliver advice, and manage core servicing workflows. We just GA-d our MVP, which is a task management system for financial advisors to manage the work they do on behalf of their clients and an AI-notetaker that sits on calls between financial advisors and their clients and creates new tasks by pulling in transcript and CRM data. We’re a product-led t…
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Perks & benefits
- No Whiteboard
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