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About

Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.

About

Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Advisors, Financial Services, Wealth Management

Audience

Companies in need of a Financial CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79/user/month
Free Version
Free Trial

Pricing

$44 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altitude CRM
Founded: 2025
United States
gainaltitude.ai/

Company Information

Foundersuite
Founded: 2015
United States
www.foundersuite.com

Alternatives

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Sticky Advisor

stickypages

Alternatives

FundPanel

FundPanel

Aduro Advisors

Categories

Categories

Integrations

Microsoft 365

Integrations

Microsoft 365
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim Foundersuite and update features and information
Claim Foundersuite and update features and information