Slant is an AI-native customer relationship management platform built for financial advisors. Founded in 2025 and based in Lehi, Utah, the company combines tools for AI chat, call notetaking, prospecting, and workflow automation into a single system. Its stated goal is to replace fragmented technology stacks common in the advisory sector.
The company's core product, Slant CRM, is designed to help advisory professionals manage client relationships at scale. According to the company, it enables advisors to serve hundreds more clients per year and double their operational capacity.
Slant raised $3.3 million in a seed funding round. The platform has processed more than $6 billion in connected assets under management and has been adopted by over 100 advisory firms, achieving this traction within two months of its launch.
