About us
We started two years ago to help financial advisors build relationships at scale. We think relationships are what make financial advice so special and work everyday to bring the best technology to the best financial advisors.
We love advisors. For the last three years, we've sat in offices, interviewed hundreds of teams, watched workflows, and seen the pain points of existing tools. Slant is our answer: software that acts like a teammate, remembers the details, and nudges the right step at the right time.
OUR MISSION
Advisors matter. We're building the tools that help them serve the 20 million Americans who will soon seek financial advice.
Meet the team
Max Metcalf
Co-Founder
Thomas Clawson
Co-Founder
Hayden Neal
GTM Lead
Hannah Gaskill
Head of Customer
Alex Garcia
Account Executive
Hunter Romano
Account Executive
McKade Adams
Onboarding Manager
Radley Nelson
Software Engineer
Josh Menden
Software Engineer
Be the reason behind the retirement party, the second home, the peace of mind.