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AI tools

PitCrew

AI agents plus human experts that handle financial firms' client, billing and compliance operations.

Made by PitCrew Agents Visit PitCrew's website
Starting priceNo price found
No price on their site · looked Oct 13
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed19 connectionsSchwab, Fidelity, Pershing (BNY) and 16 more. Source and date for each below.
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What their website looks like

Screenshot of PitCrew's homepage
PitCrew's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on PitCrew Agents' site

We looked on Oct 13. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold through a call and a 5-day set-up; no price shown.

Source: No price on gopitcrew.com: /pricing redirects to the homepage, and the site offers Request a call and Get in touch only. Not found, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. PitCrew isn't on it: it doesn't publish a price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
PitCrew19 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
SchwabFidelityPershing (BNY)AltruistOrionBlack Diamond (SS&C)Tamarac (Envestnet)AddeparSalesforceWealthboxRedtailPractifiand 7 more
Schwab
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Fidelity
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Pershing (BNY)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Altruist
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Practifi
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
MoneyGuidePro
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
eMoney
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
RightCapital
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Holistiplan
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools PitCrew Agents lists.

Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Black Diamond (SS&C)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Tamarac (Envestnet)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Addepar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
iRebal (Schwab)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Tamarac Rebalancing
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.
Orion Trading
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: PitCrew wealth management solutions page (integrations list). Checked Oct 13.

Leaving later

We haven't read PitCrew Agents' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for PitCrew yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare PitCrew with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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