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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

Pathfinder is the undisputed leader in retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Consumers’ round-the-clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder. Pathfinder is the undisputed leader in the retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Track sales data in real-time and gain insights into retail operations at one go with Pathfinder’s business solutions. Consumer’s round-the- clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial Advisors, Financial Services, Wealth Management

Audience

Retailers and businesses searching for a solution to manage their sales and every day operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79/user/month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Altitude CRM
Founded: 2025
United States
gainaltitude.ai/

Company Information

Pathfinder
United States
www.pathfinder.global/

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Retail Advantage

Retail Advantage

ART Software Group
Ariadne

Ariadne

Ariadne Maps
SBS-Pathfinder

SBS-Pathfinder

Sentinel Business Services

Categories

Financial CRM Supported

Categories

Retail Management Features

Commission Management Supported
CRM Supported
eCommerce Not Supported
Email Marketing Supported
Employee Management Supported
Loyalty Program Supported
Mail Order Supported
Merchandise Management Supported
Multi-Location Not Supported
Order Management Supported
Purchase Order Management Supported
Reporting/Analytics Supported
Returns Management Not Supported

Integrations

Microsoft 365 Supported

Integrations

Microsoft 365 Not Supported
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim Pathfinder and update features and information
Claim Pathfinder and update features and information