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Altitude CRM - About the company

Altitude CRM is an unfunded company based in South Jordan (United States), founded in 2025 by Frantz Widmaier. It operates as a Provider of a customer relationship management platform for financial advisors. Altitude CRM has not raised any funding yet. The company has 95 active competitors, including 19 funded and 13 that have exited. Its top competitors include companies like NexJ, MZ Group and 4Degrees.

Company Details

Provider of a customer relationship management platform for financial advisors. The platform offers contact management, client communication, and opportunity pipeline tools. It also provides features such as task management, calendar scheduling, and reporting dashboards. The platform helps advisors manage client relationships, automate marketing, and grow their business.
Social
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Email ID
*****@gainaltitude.ai
Phone Number
+1 **********
Key Metrics
Founded Year
2025
Location
South Jordan, United States
Stage
Unfunded
Ranked
102nd among 136 competitors
Employee Count
8 as on Apr 30, 2026
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Altitude CRM's funding and investors

Altitude CRM has not raised any funding rounds yet.

Altitude CRM's founders and board of directors

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The founders of Altitude CRM is Frantz Widmaier. Frantz Widmaier is the CEO of Altitude CRM.
Here are the details of Altitude CRM's key team members:

Altitude CRM's employee count trend

Altitude CRM has 8 employees as of Apr 26. Here is Altitude CRM's employee count trend over the years:
Employee count trend for Altitude CRM
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Altitude CRM's Competitors and alternates

Top competitors of Altitude CRM include NexJ, MZ Group and 4Degrees. Here is the list of Top 10 competitors of Altitude CRM, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for NexJ
NexJ
2003, Toronto (Canada), Acquired
Customer management solution for financial industries
$32.5M
55/100
2nd
Logo for MZ Group
MZ Group
1999, Chicago (United States), Unfunded
Stakeholders communication solution provider
-
-
51/100
3rd
Logo for 4Degrees
4Degrees
2017, Chicago (United States), Series A
Provider of relationship intelligence and deal flow software for private markets
$2.02M
49/100
4th
Logo for Wealth Dynamix
Wealth Dynamix
2012, London (United Kingdom), Acquired
Wealth management CRM and Business Intelligence software
-
-
48/100
5th
Logo for ForwardLane
ForwardLane
2015, New York City (United States), Series A
AI-powered decision intelligence platform
$6.97M
47/100
6th
Logo for 4U Platform
4U Platform
2014, Lemont (United States), Unfunded
Client communication solutions for wealth managers
-
-
46/100
7th
Logo for Tier1
Tier1
2008, Toronto (Canada), Acquired
Customer relationship management software for financial institutions
$34M
45/100
8th
Logo for Doxim
Doxim
2000, Toronto (Canada), Acquired
Provider of customer engagement software for financial services industry
-
45/100
9th
Logo for OpenExchange
OpenExchange
2009, Boston (United Kingdom), Series D
Collaboration network for professionals in the financial services and investor relations sectors.
$11.8M
44/100
10th
Logo for Senso
Senso
2016, Toronto (Canada), Series A
Customer engagement and retention platform
$4.79M
42/100
102nd
Logo for Altitude CRM
Altitude CRM
2025, South Jordan (United States), Unfunded
Provider of a customer relationship management platform for financial advisors
-
-
19/100
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Altitude CRM's Investments and acquisitions

Altitude CRM has made no investments or acquisitions yet.

Reports related to Altitude CRM

Here is the latest report on Altitude CRM's sector:

FAQs about Altitude CRM

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