Overview

About Altitude CRM

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.

At a glance

Software information

Industries served, licensing and the support Altitude CRM provides.

Industries

Financial-services
Insurance

Licensing

Proprietary
Monthly Payment
Free trial

Support

Email
Live Chat
Phone

Training

Webinar
In-person
Documentation

Languages (1)

English

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Capabilities

Altitude CRM features

The full feature set, grouped by module.

CRM Software

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

Plans

Altitude CRM pricing

Free Version

Payment Frequency

Monthly Payment

Preferred Currency

USD ($)

Free Trial

14 Days

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 $79/mo billed at $79 per user/per month,

Vendor pricing page

Works with

Integrations

Altitude CRM connects with the tools your team already uses.

Microsoft 365

Media

Screenshots & video