Slant is an AI-native customer relationship management (CRM) platform designed specifically for financial advisors. Founded in 2025 and headquartered in Lehi, Utah, the company aims to help advisory professionals increase their capacity and client throughput by consolidating fragmented technology tools into a single system.
The company's core product, Slant CRM, integrates AI-powered chat, a notetaker, prospecting tools, and workflow automation. The platform uses AI agents to function as proactive assistants for tasks such as meeting preparation, scheduling, follow-ups, and knowledge retrieval.
The firm has secured $3.3 million in seed funding. Its platform is currently used by over 100 advisory firms and has processed more than $6 billion in connected assets under management within a two-month period. The system is SOC 2-compliant, encrypted, and audit-ready.
