CRM Advisor CRM Meeting notetakers AI assistants and agents

Altitude CRM

AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing

South Jordan, UT, USFounded 2026gainaltitude.aiNot yet confirmed by the company

What it does

Altitude CRM is a client relationship management platform for financial advisors, RIAs and wealth management firms, from solo practices to multi-advisor teams. It was launched in 2026 by the team behind Bill Good Marketing, a long-time advisor marketing and coaching firm.

The core CRM handles households, client profiles and relationship mapping, activities and workflow templates, opportunity pipelines with commission tracking, RMD planning and tracking, and an audited change log for compliance. A built-in assistant, Pathfinder AI, takes typed or spoken requests to log notes, pull client data and update tasks. Paid add-ons cover meeting intelligence (prep, transcription on Zoom and Teams, summaries and follow-ups) and branded client booking pages.

The company is based in South Jordan, Utah. Published pricing is $79 per user per month for the core CRM on an annual plan, with Meeting Intelligence at $89 and Bookings at $15 per user per month.

Best for

Serves: RIAs

Features

Household and relationship management
Workflow templates and tasks
Opportunity pipeline with commission tracking
RMD management
AI meeting notes and follow-ups
Client self-scheduling pages
Two-way Google and Outlook calendar sync

Pricing and deployment

Pricing model: Per seat
Published pricing: Core CRM $79/user/month (annual plan); Meeting Intelligence add-on $89/user/month; Bookings add-on $15/user/month
Deployment: Cloud