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Altruist launches Hazel, an AI platform for financial advisors that automates meeting prep, CRM tasks, and client communications, with CEO Jason Wenk highlighting its role in transforming advisor productivity.

Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

September 9 2025

Altruist announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors

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self-clearing

Altruist Announces Self-Clearing, Becoming the Industry’s First Vertically Integrated Custodian

March 2 2023

Altruist, the modern custodian for independent registered investment advisors (RIAs), today announces Altruist Clearing, a […]

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