Hazel AI

Developed by Altruist a leading custodian and technology platform for registered investment advisors Hazel AI was built on the acquisition and rebranding of the AI productivity platform Thyme, which was then customized with deep domain knowledge and integrations specific to the wealth management profession.

The result is an AI assistant that functions as a genuine professional co-pilot rather than a generic productivity tool applied to financial services.

The platform's flagship 'Ask Hazel Anything' capability is its most distinctive feature, enabling advisors to ask questions and receive answers informed by a comprehensive, unified data layer spanning client conversations, emails, documents, CRM records, and regulatory information.

Rather than searching through disconnected systems to find what was discussed in a previous client meeting or what a specific client's financial plan specifies, advisors can simply ask Hazel and receive synthesized answers that draw from all available information simultaneously.

This unified intelligence dramatically reduces the time advisors spend on information retrieval and frees them to focus on the advisory work that creates client value.

Meeting support spans the full meeting lifecycle. Hazel takes real-time notes during client meetings, records and transcribes conversation audio, and generates structured meeting summaries that capture key discussion points, client concerns, and agreed action items.

Post-meeting, Hazel automatically synchronizes tasks to the advisor's connected CRM whether Salesforce, Wealthbox, or Redtail ensuring that follow-up commitments are tracked and managed without manual data entry.