5.0/5
Google Play rating
5 ratings — tiny sample
Report
Should I Use Slant?
(none)
Depends
DependsBuy only if you run a financial advisory practice and want AI prospecting, meeting notes, and intake forms in one CRM.
AI CRM built only for financial advisors. Launched 2025, near-zero reviews. RIAs: trial it. Everyone else: skip.
Confidence: Medium
3.2/5
Trustpilot (slant.co)
1 review, 2018 — likely a different product
$6B+
Connected AUM
Company claim, two months post-launch
$3.3M
Seed funding
Pageport raise for Slant, Aug 2025
Feature depth
4
AI prospecting, notes, intake forms, integrations
Security posture
3
Claims encryption; no independent verification
Pros
Cons
- Very young: launched via $3.3M Pageport raise in August 2025³
- Near-zero independent reviews — 5 Android ratings, 2 G2 reviews⁷
- No security page found at the domain you pasted10
- Serves financial advisors only; wrong tool for general sales teams¹
- Domain confusion: Trustpilot review (2018) appears to be a different product11
Gotchas
- mediumPress coverage truncates the starting price ('$1…'); confirm current per-seat cost on²
- mediumYou pasted; the actual product lives at — verify you are evaluating the right vendor10
- mediumReview base is tiny (5 Play ratings, 2 G2 reviews) — no track record on migrations or support⁷
- lowMobile app is free to download; that is not a free CRM tier⁷
Best for
- RIA financial advisors
- Solo advisors hunting new prospects
- Practices wanting AI notes + CRM combined
- Betterment advisor-platform users
Not for
- Non-financial businesses — it is advisor-only by design
- Risk-averse buyers needing a proven vendor track record
- Big enterprises needing audited security documentation
- Anyone who landed on expecting the old Q&A site
Pricing
Initial plan
Press lists '$1…' (figure truncated) — verify on slant.app/pricing
- AI-first CRM for RIAs
- Prospecting plus intake forms
Security
No known vulnerabilities found in the sources reviewed.
- No security page at slant.coThe domain you pasted returned 'no security page found'; product docs claim encryption at and.app.10
What users say
Independent user feedback is nearly nonexistent — advisors on r/CFP are still soliciting opinions and app-store ratings are minimal.
Alternatives
Compare Slant with each alternative.
Wealthbox
Mature, simple advisor CRM; safer bet while Slant matures
Slant vs WealthboxRedtail
Long-established advisor CRM with deep integrations and support
Slant vs RedtailGuess: Jump
If AI meeting notes are the draw, compare advisor AI notetakers
Slant vs Guess: JumpFull analysis
Based on ~14 usable public sources; evidence heavily contaminated by unrelated 'Slant' products (magazine, razors, film). Product evidence points to slant.app, not slant.co.
Sources
official
- RIP Traditional Advisor CRM, Meet Slantwealthmanagement.comnews
- Pageport raises $3.3M to launch Slantprnewswire.comnews
- Slant Exceeds $6B in Connected AUM in Two Monthsfinance.yahoo.comnews
- Slant Adds Customizable Intake & Other Formsfinance.yahoo.comnews
- Feedback on Slant CRM : r/CFPreddit.comreview
- Slant CRM - Apps on Google Playplay.google.comreview
- How to set up the Slant integration (Betterment)betterment.comofficial
- Slant - Kitces AdvisorTech Directoryfintech.kitces.comreview
- Slant security page (not found)slant.cosecurity
- Trustpilot reviews of slant.cotrustpilot.comreview
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