
slant
AI-powered Relationship CRM for financial advisors to automate busywork and enhance client relationships.
About
Slant provides an AI-powered Relationship CRM specifically designed for financial advisors. Its core product automates routine tasks, surfaces critical client information, and empowers advisors to focus on building stronger client connections through features like an AI Chat Notetaker and Prospecting Workflows. The goal is to free up advisors' time for more meaningful client engagement.
Key facts
At-a-glance profile data
- Website
- slant.app
- Headquarters
- New York, United States
- Founded
- 2021
- Total funding
- -
- Business model
- B2B
Tech stack
Detected on slant.app and in its job posts, last scanned 26 Sept 2026. Run your own scan
- Compliance
- SOC 2, GDPR, CCPA
- Frontend
- Next.js, Tailwind CSS, React
- Backend
- Ruby on Rails
- Payments
- Stripe
- Analytics
- Google Tag Manager, Plausible
- CDN
- Vercel
- Email provider
- Google Workspace
- Status page
- BetterStack
- Hiring platform
- Ashby
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