{"id":4516,"date":"2025-09-09T17:19:40","date_gmt":"2025-09-09T17:19:40","guid":{"rendered":"https:\/\/altruist.com\/?p=4516"},"modified":"2026-02-13T21:56:53","modified_gmt":"2026-02-13T21:56:53","slug":"altruist-unveils-hazel","status":"publish","type":"post","link":"https:\/\/altruist.com\/news\/altruist-unveils-hazel\/","title":{"rendered":"Altruist unveils Hazel, a transformative AI platform for wealth professionals"},"content":{"rendered":"<p class=\"wp-block-paragraph aligncenter has-text-align-center aligncenter\" style=\"\"><em>Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity<\/em><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><strong>LOS ANGELES, Sept. 9, 2025<\/strong> &mdash; Altruist, the modern custodian transforming how financial advisors serve clients, today announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors. With this launch, Altruist delivers an intuitive tool that streamlines advisor productivity by drawing on deep industry knowledge and each firm&rsquo;s unique data.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Hazel&rsquo;s standout feature is &ldquo;Ask Hazel,&rdquo; which answers questions instantly based on a firm&rsquo;s recorded conversations, emails, documents, and CRM systems, as well as market and regulatory information. For example, an advisor might say, &ldquo;Remind me what we discussed with the Millman family last quarter, and tell me what I should follow up on in our upcoming meeting.&rdquo; Hazel would deliver a highly tailored response specific to their connected financial plan details and prior guidance.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Other key functions Hazel performs:<\/p>\n\n\n<ul class=\"wp-block-list wp-block-list\">\n<li>\n<strong>Provide a daily snapshot<\/strong> of meetings, emails, tasks, and more&nbsp;<\/li>\n\n\n\n<li>\n<strong>Draft client emails<\/strong> in each advisor&rsquo;s tone of voice<\/li>\n\n\n\n<li>\n<strong>Automatically create tasks <\/strong>after meetings and sync them with leading CRMs, including Salesforce, Wealthbox, and Redtail<\/li>\n\n\n\n<li>\n<strong>Prep advisors for meetings <\/strong>with past notes, recent account activity, document summaries, and more<\/li>\n\n\n\n<li>\n<strong>Take notes in real time<\/strong> and record, transcribe, and summarize meetings<\/li>\n\n\n\n<li>\n<strong>Safeguard client data <\/strong>with robust encryption, enterprise-level security, and a strict commitment against using data to train AI models<\/li>\n<\/ul>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">This new product marks the first major AI release following Altruist&rsquo;s acquisition of Thyme, a Y Combinator-backed AI startup known for rethinking how wealth professionals prepare, run, and follow up on meetings. By combining Thyme&rsquo;s meeting intelligence with Altruist&rsquo;s custodial expertise, Hazel offers an AI experience designed exclusively for advisors.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">&ldquo;Hazel is a game changer for advisors,&rdquo; said Jason Wenk, Founder and CEO of Altruist. &ldquo;She&rsquo;s designed to take on the work that weighs on them most. That includes note-taking, CRM entries, and scheduling, and more complex tasks like email management and in-depth research. By unifying all of these core functions in one platform, she&rsquo;s making it easier for advisors to do what they got into this business to do in the first place&mdash;help people.&rdquo;<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Hazel is available today as a standalone platform for $60 per seat monthly or $600 per seat annually. A free trial is available at <a href=\"http:\/\/hazel.ai\">hazel.ai<\/a>. In the coming months, Hazel will integrate with Altruist&rsquo;s custodial platform, unlocking the deepest level of data to deliver richer insights and help advisors anticipate client needs with greater precision.&nbsp;<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><strong>ABOUT ALTRUIST<\/strong><\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\">Altruist is the modern custodian for independent RIAs, offering a fully integrated digital platform that makes managing investments and serving clients simpler and more affordable. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing. With Altruist, financial advisors can create custom portfolios, trade fractional shares, automate rebalancing, and provide clients with a sleek web and mobile app experience. Learn more at <a href=\"https:\/\/altruist.com\">altruist.com<\/a>.<\/p>\n\n\n<p class=\"wp-block-paragraph \" style=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors.<\/p>\n","protected":false},"author":22,"featured_media":4615,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"press","format":"standard","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"_article_types":"article","footnotes":""},"categories":[79,81],"tags":[97,84],"class_list":["post-4516","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-products","tag-hazel","tag-press-room"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Altruist Unveils Hazel, an AI Platform Built for Wealth Professionals - 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