Hazel
AI platform from Altruist for advisor meeting capture, planning and follow-up.
hazel.aiHazel records and summarizes client meetings, builds client profiles from notes, documents and custodial records, and drafts follow-ups and recaps for advisor review. It also includes tax and financial planning agents. The company says it works for firms regardless of custodian.
Altruist launched Hazel in September 2025 following its June 2025 acquisition of meeting-intelligence startup Thyme. Altruist is based in Culver City, California.
What it does
- Meeting capture
- Client profiles
- Tax planning agent
- Financial planning agent
- Follow-up drafts
- Roles and permissions
Coverage
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