Avantos, an artificial intelligence (AI)-native financial technology company providing an operating system designed to reimagine how financial institutions onboard and service clients, today announced an expansion of its wealth management business with the appointments of Hemang Bhojani as Head of Wealth Solutions and Thomas Moore as Head of Wealth Go-to-Market.

Bhojani will lead the development and expansion of Avantos’ wealth solutions, with a focus on helping firms unlock growth through AI-powered client intelligence, next-best-action recommendations and deeper engagement across wealth, retirement, insurance and other lines of business. Moore will lead go-to-market strategy and strategic partnerships for the company’s wealth business, helping firms realize measurable value from AI while building the relationships and partnerships that support Avantos’ continued growth across wealth management.

The appointments build on Avantos’ growing momentum in wealth management and across the broader financial services industry as traditional boundaries between wealth, retirement, workplace benefits and insurance continue to blur. Avantos helps firms establish a unified view of the client relationship through a knowledge graph that establishes context around client relationships, linking products, service teams, workflows and service expectations in a single system. This shared context enables AI agents and human teams to identify opportunities, coordinate work and deliver more personalized experiences across business lines.

“Financial institutions are increasingly looking beyond individual products, channels and business lines to understand the full client relationship,” said Rabih Ramadi, co-founder and co-CEO of Avantos. “The convergence of wealth, retirement, workplace benefits, banking and insurance creates significant opportunities for firms that can better identify client needs and deliver the right products and services at the right time. Hemang’s experience connecting client relationships across channels at Morgan Stanley, combined with Thomas’ track record building and scaling successful wealth businesses, will accelerate Avantos’ expansion across the financial services industry.”

At Morgan Stanley, Bhojani led the Path to Advice program, which generated $400 billion in flows and $1.2 trillion in AUM by converting workplace participants and self-directed investors into full-service wealth management relationships, reflecting a broader industry shift toward serving clients holistically across channels and products. At Avantos, he will lead the development of AI-powered solutions that help firms identify opportunities across relationships, deepen client engagement and drive growth.

“At Morgan Stanley, I saw firsthand the massive growth that’s possible when you connect a client’s full relationship,” said Bhojani. “Avantos gives me the chance to build that same capability as AI-native from day one, so any firm — not just the ones with the scale — can identify those opportunities and deliver the right product or service at the right time. That’s the shift I want to help lead.”

Moore brings more than a decade of experience helping wealth management firms navigate growth, technology adoption and business transformation. At Betterment, he played a key role in building and scaling the company’s wealth and retirement businesses by developing deep partnerships across the industry. At Avantos, he will focus on helping clients unlock value from AI-powered operating models while building the strategic partnerships and go-to-market capabilities that support the company’s next phase of growth.

“What stood out to me about Avantos was the combination of an experienced team, strong early client momentum and a vision that extends well beyond automating workflows,” added Moore. “Financial institutions are looking for practical ways to apply AI to improve advisor productivity, strengthen client relationships and drive growth. My focus is to help clients realize that value while building the strategic partnerships and go-to-market organization that will enable Avantos to scale its business and expand its presence across the financial services industry.”

Avantos serves asset managers, private banks, insurance carriers, broker-dealers, independent RIAs and custodians. Firm leaders in the wealth, retirement, workplace benefits and insurance industries can learn more or book a demo at avantos.ai.

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.

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