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About Altitude CRM

The AI-Native CRM for Financial Advisors

Launched in 2026, Altitude is an AI-native CRM for financial advisors, built by the team behind Bill Good Marketing — a trusted name in advisor growth for over 45 years. It unifies CRM, marketing automation, and practice management in one platform, with a built-in AI assistant, Pathfinder, that reduces busywork and surfaces growth opportunities.

We Know Advisors Because We’ve Worked With Thousands

Executive Team at Altitude CRM

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 - Altitude CRM CEO

Frantz Widmaier

Chief Executive Officer & Founder
Tony Parmenter - Altitude

Tony Parmenter

Senior VP of Client Success
Andrew D. White of Altitude

Andrew D. White

Director of Marketing
Max Widmaier - Altitude

Maximus Widmaier

Founding Engineer
Matt Hicken - Altitude-1

Matt Hicken

Senior VP of Consulting
Matthew Bailey - Altitude

Matthew Bailey

Director of Client Content & Head Writer
Stephanie Peterson - Altitude

Stephanie Peterson

Senior VP of Sales
Jenny Widmaier - Altitude

Jenny Good Widmaier

Senior VP of Administration
Jesus Cama - Altitude

Jesús Cama

Lead Developer

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 Support

FAQs

The Answers To Your Questions

Book a Demo Today!

Altitude is an AI-native CRM built specifically for financial advisors. It combines contact and household management, marketing automation, and practice management in one platform, with a built-in AI assistant called Pathfinder AI.

Altitude CRM is the best CRM for financial advisors, RIAs, and wealth management firms that want a CRM system designed around how wealth management actually works. It fits solo advisors, small teams, and multi-advisor shops managing significant AUM that need contact management, team collaboration, and service-tier workflows. If you manage client households, track client information across custodians, and care about long-term client relationships, Altitude is built for your specific needs.

Altitude CRM was created by the team behind Bill Good Marketing, a company that has served financial advisors for over 45 years through consulting, coaching, marketing, and custom CRM development.

Unlike CRMs that add AI as an afterthought, Altitude was built AI-native from the ground up. It also unifies CRM, marketing automation, and practice management in one platform, reducing the training and workarounds advisors typically need with older systems.

Partnerships at Altitude

We’re building a network of best-in-class solutions to support financial advisor growth from every angle. If your product or service makes life easier for financial professionals, we want to hear from you. Partner with Altitude and bring more value to the advisors who need it most.

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Altitude-Collab
Frantz Widmaier - Altitude CRM CEO
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 - Altitude
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.

Andrew D. White of Altitude
Andrew D. White
Director of Marketing

Andrew D. White is the Director of Marketing at Altitude CRM, where he leads the marketing strategy and brand identity, shaping how we connect with financial advisors. He guides the voice and direction of Altitude as we build a smarter, more human way for advisors to manage their business. He also  writes regularly for the Altitude Blog, sharing ideas about marketing, technology, and what it takes to grow a modern advisory firm.

Max Widmaier - Altitude
Maximus Widmaier
Founding Engineer

Maximus developed the original Altitude MVP and created Pathfinder, the AI assistant that powers its intelligent automation and consulting capabilities. Before the engineering team expanded, he built both products from the ground up, establishing the core architecture and user experience that continue to define Altitude today. Known for his exceptional productivity and unconventional problem-solving approach, Maximus consistently delivers results that exceed expectations, often tackling the work of multiple engineers while maintaining clarity and precision. His ability to translate complex concepts into elegant, functional systems has been central to Altitude’s success. Maximus continues to contribute to Altitude’s engineering efforts while preparing to study nuclear and plasma physics. His drive, intellect, and originality have made him a defining force in the creation of our platform and an inspiration to the team.

Matt Hicken - Altitude-1
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 - Altitude
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 - Altitude
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 Widmaier - Altitude
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.

Jesus Cama - Altitude
Jesús Cama
Lead Developer

Jesus Cama is the Lead Developer at Altitude CRM , where he keeps the product moving forward and the codebase in top shape. He works closely with the development team to roll out new features, fix issues fast, and make sure everything runs smoothly. Known for his steady leadership and problem-solving mindset, Jesus helps turn big ideas into tools advisors love using every day.

Altitude now fully integrates with Google G-Suite

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