In the News

Executive Team at Altitude CRM
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How Altitude is Redefining the CRM Experience for Advisors

Financial advisors have waited decades for a CRM built around how they actually work. Altitude delivers it; an AI-native platform designed for clarity, connection, and growth.

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From Vision to Launch: The Story Behind Altitude CRM

What started as an idea inside a legacy marketing company became a movement to rethink advisor technology from the ground up. This is how Altitude came to life.

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Why the Industry Should be Watching Pathfinder AI

Pathfinder AI gives advisors the one thing they’ve never had before; intelligent automation that thinks alongside them. It’s changing what’s possible in client service.

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Logos, Photos, and More

Check out our Official Altitude press kit including all kinds of image assets, logos, a fact sheet, and our boilerplate.