Slant is an AI-powered customer relationship management platform built specifically for financial advisors. It helps advisors manage client relationships, automate administrative work, prepare for meetings, capture notes, streamline workflows, and identify new prospects, allowing them to spend more time serving clients and growing their practice.
Why We Invested
Slant stood out for its ability to transform the advisor-client relationship by replacing static, burdensome CRM systems with an AI-native operating system. By automating the operational complexity that plagues high-performing advisory firms, from meeting prep to data retrieval, Slant allows advisors to shift their focus from manual data entry to high-value human connection. With strong product-market fit, a deep commitment to fiduciary-grade security, and clear momentum among modern firms, Slant is well-positioned to become the essential, intelligence-driven hub for the next generation of financial advisory practices.