Altitude CRM
AI-native CRM built for financial advisors to manage clients, marketing, and growth.
Altitude CRM is the intelligent growth platform designed specifically for financial advisors, RIAs, and wealth management firms. It combines CRM, marketing automation, and practice management into a single, AI-powered system that helps firms stay organized, improve collaboration, and grow faster. Pathfinder AI, the platform’s intelligence engine, learns from advisor activity to automate follow-ups, surface opportunities, and deliver actionable insights. Altitude includes contact management, pipeline tracking, reporting, workflow automation, and compliance tools—all hosted on secure AWS infrastructure with SOC 2 certification. Built to scale with your business, Altitude gives advisors the clarity, control, and confidence to manage their practice efficiently.
2025
United States
- Financial-services
- Insurance
- English
Industries
-
Financial-services
-
Insurance
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
Support
-
Email
-
Chat
-
Phone
-
WeekdaysSupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
Support Time- 09:00 to 17:00 (EST)
Training
-
Webinar
-
In-person
-
Documentation
Altitude CRM Core Features
Focus of CRM Feature
- Calendar & Task
- Contact Management
- Collaboration Tools
- Custom Dashboard
- Email Integration
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Security
- Workflow Automation
- AI Features
Altitude CRM Pricing
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial(Credit card required)
Payment Frequency
-
Monthly Payment
Pricing Description
Altitude is an all-in-one, AI-native platform for financial advisors. That means CRM, marketing automation, task management, client service, and powerful AI tools come standard. Starting at
$75/mo billed at $75 per user/per month,
$75/mo billed at $75 per user/per month,
