New funding will accelerate Slant’s nationwide rollout, helping financial advisors double their capacity and serve hundreds more clients each year.
LEHI, Utah, Aug. 26, 2025 /PRNewswire/ — Pageport, the company behind marketing and client engagement tools used by more than 1,000 financial advisors nationwide, today announced it has raised $3.3 million in funding from 2048 Ventures and Matchstick Ventures to launch Slant, its AI-first CRM designed exclusively for financial advisors, giving them the tools to serve more clients in less time..
Slant was built to help advisors serve more clients while strengthening the personal relationships that set them apart. For years, Pageport has heard the same frustration from hundreds of advisors: most incumbent CRMs do little beyond storing client data and tracking tasks. They don’t actively help advisors grow their practice or deepen relationships. Slant changes that – transforming the CRM into an active partner that prepares meetings, sends follow-ups, schedules reviews, and keeps client relationships moving forward.
“Financial advice changes lives—but too many Americans don’t have access to it,” said Michael Sheerin, [Title Placeholder]. “Slant’s approach empowers advisors to dramatically increase capacity while keeping their relationships personal and authentic. It’s technology that expands the human impact of financial advice.”
Built to increase advisor capacity
Most advisors can only serve 70–90 clients effectively, which means great advice is often reserved for the wealthiest households. Slant’s mission is to help advisors double their capacity, enabling them to work with hundreds more families and individuals—closing the advice gap that leaves millions without guidance.
AI agents that keep work moving
Slant’s AI Agents act as proactive teammates, handling the work that typically slows advisors down:
- Nudges – Timely, personalized prompts that not only tell you what needs to be done, but also do the heavy lifting for you. Whether it’s a client birthday, a follow-up after a meeting, or an RMD reminder, Slant drafts the email, queues the text, or schedules the outreach—so acting on it takes seconds, not hours.
- Meeting & Scheduling Agents – Slant handles every step of the meeting process for you. Beforehand, agents will prepare a personalized agenda, pull the right documents, and surface key client details. They’ll reach out to propose times, manage confirmations and reminders, and handle reschedules. After the meeting, agents will log notes, update the record, and queue follow-up—keeping the entire workflow moving without constant back-and-forth.
- Chat – An AI-powered assistant embedded in Slant, ready to answer questions, recall client details, find documents, and draft outreach—turning the CRM into an on-demand knowledge partner.
About Pageport
Pageport builds technology that helps financial advisors grow their practices and strengthen client relationships. Trusted by more than 1,000 advisors, Pageport’s solutions—including the newly launched Slant CRM—automate client engagement, meeting preparation, compliance workflows, and personalized outreach. Learn more at slant.app and see how Slant is redefining the CRM for financial advisors.
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SOURCE Pageport