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.
Pricing
View pricing page ↗Technology stack
detected 2026-06-10Est. monthly stack spend~$520/mo
CDN
Vercel
Email
Google Workspace
HostingVercel
Stack
Next.js
Tailwind CSS
Analytics
Google Tag Manager
Plausible
Compliance
SOC 2
Hiring
Ashby
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Frequently asked
What does slant do?
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.
Where is slant headquartered?
slant is headquartered in New York, United States.
When was slant founded?
slant was founded in 2021.
What industry does slant operate in?
slant operates in Vertical SaaS, Fintech, CRM, Financial Services, AI Tools & Apps, Agentic AI.