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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Description

Altitude is a stablecoin-based financial operating system designed for businesses that need faster, more programmable ways to manage money. The platform brings accounts, cards, payments, treasury operations, spend management, AP/AR, accounting, FX, and automation into one connected workspace. Altitude supports named USD and EUR accounts, banking rails, stablecoin payments, multi-chain transactions, and currency exchange between USD, EUR, MXN, BRL, and GBP. Its self-custodial structure means customers control their own funds while Altitude provides software to coordinate financial workflows. The platform also offers business cards, both virtual and physical, with expense management, receipt capture, transaction categorization, spend policies, and automatic limit enforcement. Finance teams can schedule and approve vendor payments, invoice clients, track incoming payments, and maintain one ledger across fiat and stablecoins. Altitude agents help automate financial operations by executing rules-based payments, following up on invoices, monitoring burn and runway, and reducing repetitive manual finance work. Security and control features include fully reserved stablecoin balances, programmable accounts, code-enforced policies, multi-party approvals, role-based permissions, and real-time verifiability. Altitude helps frontier businesses access global financial infrastructure, move money quickly, and operate with greater autonomy across stablecoin and traditional payment rails.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft 365 Yes 

Integrations

Microsoft 365 No 

Pricing Details

$79/user/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Altitude CRM

Founded

2025

Country

United States

Website

gainaltitude.ai/

Vendor Details

Company Name

Altitude.xyz

Website

altitude.xyz

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

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