Altitude CRM is unclaimed —

Altitude CRM

The AI-Native CRM for Financial Advisors·gainaltitude.ai

Altitude is a cloud-based CRM for financial advisors, RIAs, and wealth management firms that combines contact and household management, workflow automation, meeting intelligence, and a built-in AI assistant called Pathfinder AI. It supports opportunity/pipeline tracking, calendar and email sync, client communication tools, and reporting to help advisors manage clients and grow assets under management. The platform is designed to unify CRM, marketing automation, and practice management in a single system.

What it's for

Manage client households, profiles, and relationship historyAutomate follow-ups and workflows across the client lifecycle (onboarding to annual reviews)Track sales pipeline and opportunitiesRun meeting prep, transcription, and AI-generated meeting summariesSend mass emails and merge-field letters to clientsManage RMD (required minimum distribution) trackingSync calendar and email with Google and Microsoft accountsEnable client self-scheduling via branded booking pagesMaintain audit trails and compliance tracking (in development)

Features 16

Activity templates and workflow automation
Branded client self-scheduling/booking pages
Compliance tracking (in development)
Document management and cloud data storage
Financial account and asset tracking
Household and client profile management with relationship mapping
Marketing automation and segmentation
Mass email and letter composer with merge fields and template library
Meeting intelligence: transcription, AI summaries, and action items (Pathfinder+)
Opportunity and sales pipeline tracking
Pathfinder AI conversational assistant (create contacts, notes, tasks, tags via chat)
Reporting and dashboards
RMD (required minimum distribution) tracking
Role-based permissions and audit trail
Task management with four activity types and 14 workflow states
Two-way calendar sync with Google and Outlook

At a glance

free trial

TypeWeb app

DeploymentCloud

PlatformsWeb

Forfinancial advisors, RIAs, wealth management firms, solo advisors, small teams, multi-advisor firms, broker-dealers

CompanyAltitude CRM

Integrations

GmailMicrosoft OutlookGoogle CalendarMicrosoft TeamsZoomZapierDocuSignGoogle G-Suite

Complianceself-reported

SOC 2 Type ISOC 2 Type IINIST 800-53 Rev. 5FINRASEC

Pricing

All plans require an annual commitment billed per user; customers can pay monthly or pay annually for a lower per-user rate. Meeting Intelligence and Bookings are optional add-ons priced separately and require the core CRM plan. The vendor states no discounts are currently offered.

Altitude CRM with Pathfinder AI$79/user/mo

Base/core plan; Meeting Intelligence and Bookings are separately-priced add-ons requiring this plan.

Priced per user; annual commitment required, payable monthly or annually