Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

Altruist, the modern custodian transforming how financial advisors serve clients, 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’s unique data. Hazel’s standout feature is “Ask Hazel Anything,” which answers questions instantly based on a firm’s recorded conversations, emails, documents, and CRM systems, as well as market and regulatory information. For example, an advisor might say, “Remind me what we discussed with the Millman family last quarter, and tell me what I should follow up on in our upcoming meeting." Hazel would deliver a highly tailored response specific to their connected financial plan details and prior guidance. Other key functions Hazel performs:

• Provide a daily snapshot of meetings, emails, tasks, and more
• Draft client emails in each advisor’s tone of voice
• Automatically create tasks after meetings and sync them with leading CRMs, including Salesforce, Wealthbox, and Redtail
• Prep advisors for meetings with past notes, recent account activity, document summaries, and more
• Take notes in real time and record, transcribe, and summarize meetings
• Safeguard client data with robust encryption, enterprise-level security, and a strict commitment against third-party sharing

This new product marks the first major AI release following Altruist’s acquisition of Thyme, a Y Combinator-backed AI startup known for rethinking how professionals prepare, run, and follow up on meetings. By combining Thyme’s meeting intelligence with Altruist’s custodial expertise, Hazel offers an AI experience designed exclusively for advisors. “Hazel is a game changer for advisors,” said Jason Wenk, Founder and CEO of Altruist. “She’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’s making it easier for advisors to do what they got into this business to do in the first place—help people.” Hazel is available today as a standalone platform for $60 per seat monthly or $600 per seat annually. A free trial is available at hazel.ai. In the coming months, Hazel will integrate with Altruist’s custodial platform, unlocking the deepest level of data to deliver richer insights and help advisors anticipate client needs with greater precision.