+
+

Related Products

  • ROLLER
    255 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • Pipedrive
    10,133 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ShareCRM
    56 Ratings
    Visit Website

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

Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.

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

Venture Capital, Investment Banking, and Private Equity Principals

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

$75/user/month
Free Version
Free Trial

Pricing

$250/user/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:

Review this Software

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

Fundingstack
Founded: 2022
United States
fundingstack.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Categories

Categories

Integrations

Gmail
Microsoft 365

Integrations

Gmail
Microsoft 365
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim Fundingstack and update features and information
Claim Fundingstack and update features and information