ABOUT ALTITUDE
Altitude is a Salt Lake City-based AI-native CRM and growth platform built for financial advisors, powered by its intelligence layer, Pathfinder.
THE STORY
Advisors need more time to grow and retain their book of business. Growing and retaining a book of business gets eaten up by process, prep work, and tools that create friction. Most software asks advisors to adapt to it. Altitude does the opposite: it gives advisors the systems and know-how to grow predictably, retain relationships reliably, and run a “plug and play” business.
At the center of Altitude is Pathfinder, an AI assistant trained on decades of proven advisory methodology, built to give every advisor access to the systems that only the top 1% have historically had.
PHILOSOPHY POWERING ALTITUDE
The team’s product decisions are driven by a mandate to build magical moments in software. Some of that comes from the roadmap, but most of it comes from user feedback — watching where advisors get stuck and removing that friction first.
Just as important is where AI is not allowed to go. The team keeps humans in the loop on every AI decision. AI doesn’t write the content or run the interactions. The advisor’s job is to build relationships, and that takes a human touch. Altitude’s job is to build the systems that free advisors up to listen, understand, and take care of the families they serve.
“We are building the systems and tools that enable more people to be human — to listen, to understand, to take care of the families that they serve.”
ONE THING TO STEAL
The Altitude team looks for people with the potential to serve clients well, and for a workplace where laughter and camaraderie are the norm. You spend more time with your coworkers than almost anyone else, so hiring for fit and drive pays off in the work itself.
KEY MILESTONES IN THE LAST 12 MONTHS
- Exponential growth across Altitude’s user base, with strong daily and weekly platform activity.
- Launched Pathfinder+, a meeting intelligence layer that gives advisors and their teams deep insight into each client relationship.
- Continued building out Pathfinder as an AI assistant trained on 40+ years of consulting methodology from Bill Good Marketing.
