Pageport Secures $3.3M to Launch AI-Driven CRM for Financial Advisors

Pageport has raised $3.3 million to launch Slant, an AI-first CRM tailored for financial advisors, announced in a press release. The funding, led by 2048 Ventures and Matchstick Ventures, aims to accelerate the nationwide rollout of Slant, enabling advisors to double their client capacity.

Slant is designed to transform traditional CRMs by acting as an active partner for financial advisors. It automates tasks such as meeting preparation, follow-ups, and scheduling, allowing advisors to focus on strengthening client relationships. The platform's AI agents handle routine tasks, providing timely nudges and managing meeting logistics, which helps advisors serve more clients efficiently.

By increasing advisor capacity, Slant aims to bridge the advice gap, making financial guidance accessible to more individuals and families. This initiative reflects Pageport's commitment to leveraging technology to enhance the human impact of financial advice.