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Company

We Know Advisors Because We’ve Worked With Thousands

Built by the Team Advisors Have Trusted for Decades

Altitude was created by the same team behind Bill Good Marketing — a trusted name in advisor growth for over 45 years. After decades of consulting, coaching, marketing, and building custom CRM systems for top advisors, we saw a recurring problem:
Most platforms require too much training, too many workarounds, and end up creating more friction than freedom.
So, we built Altitude — a smarter, AI-native platform that brings together CRM, marketing automation, practice management, and real advisory expertise into one intuitive system.
Our mission is simple: Help advisors do more of the right things, with less effort.

Leadership

Meet the Team Leading the Ascent

Altitude was built by a group of seasoned marketers, product designers, engineers, and financial practice consultants — all with one mission: to clear the path, lighten the load, and help advisors reach new heights.


We’ve spent decades helping firms scale the mountain of growth. Now, we’ve built the platform to make the journey faster, smarter, and more rewarding.

Frantz Widmaier

Chief Executive Officer

Tony Parmenter

Senior VP of Client Success

Matt Hicken

Senior VP of Consulting

Matthew Bailey

Director of Client Content & Head Writer

Stephanie Peterson

Head of Growth

Jenny Good Widmaier

Senior VP of Administration

Our Values

Advisor First

Every feature we build is grounded in real advisor workflows and designed to support how you actually work.

AI Native

Altitude was built from the ground up with AI at its core — not as an add-on, but as a foundation.

Simple is Powerful

We believe intuitive design leads to better adoption, faster execution, and fewer things getting in your way.

Results Matter

Our success is measured by one thing: helping you grow your practice with less effort and more clarity.

Altitude is the AI-native CRM for financial advisors to manage clients, automate marketing, and grow AUM—all in one simple, powerful platform.

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Frantz Widmaier
Chief Executive Officer

As CEO of Altitude, Frantz Widmaier is leading the charge in reshaping the future of financial advisor technology. With decades of experience building systems and working with top advisors, Frantz remains deeply involved in the development of Altitude — ensuring the platform reflects real-world advisor needs. His hands-on leadership and passion for innovation are fueling a new era of intelligent, advisor-first tools.

Tony Parmenter
Senior VP of Client Success

As Senior Vice President of Client Success, Tony Parmenter brings over two decades of experience helping financial advisors implement systems that scale. He works closely with firms to ensure Altitude is not just a tool—but a launchpad. Tony is hands-on with onboarding, strategy, and long-term growth, making sure every advisor gets results that stick.

Matt Hicken
Senior VP of Consulting

As Senior Vice President of Consulting, Matt Hicken brings over 20 years of experience coaching financial advisors and building scalable systems. He’s the architect behind many of the growth strategies baked into Altitude — drawing directly from his work with hundreds of top-performing practices. Matt works closely with advisors and the product team to ensure Altitude supports real growth, real efficiency, and real results.

Matthew Bailey
Director of Client Content & Head Writer

Matthew Bailey is the Director of Client Content and Head Writer at Altitude. With a deep understanding of both storytelling and financial services, he crafts content that builds trust, drives engagement, and grows practices. From guides and campaigns to client letters and thought leadership, Matthew ensures advisors always have the right words at the right time.

Stephanie Peterson
Head of Growth

As Head of Growth, Stephanie Peterson blends strategic insight with a deep understanding of advisor needs to drive Altitude’s expansion. With a background in marketing and practice development, she helps advisors map out their vision and turn it into reality. Stephanie plays a key role in guiding both our internal teams and the advisors we serve toward smarter, faster growth.

Jenny Good Widmaier
Senior VP of Administration

As Senior Vice President of Administration, Jenny Good Widmaier keeps the Altitude engine running smoothly. With a sharp eye for process and a heart for people, she oversees operations, finances, and internal systems that support our team and our mission. Jenny blends strategic thinking with deep care for the advisor community—making sure every detail behind the scenes fuels success at the summit.