Altruist Launches Hazel, an AI Co-Pilot for Financial Advisors
Altruist, the modern custodian transforming how financial advisors serve clients, has unveiled Hazel, a purpose-built AI platform designed to streamline advisor productivity and deepen client relationships. Drawing on both firm-specific data and broader industry knowledge, Hazel is positioned as an intelligent co-pilot for advisors’ day-to-day work.
“Ask Hazel Anything”
Hazel’s core feature, Ask Hazel Anything, delivers instant answers based on a firm’s conversations, emails, documents, and CRM systems, enriched with . For example, an advisor might ask Hazel to recall a past discussion with a family and recommend follow-up items for an upcoming meeting. Hazel responds with tailored, context-aware guidance linked to the client’s financial plan and prior advice.
This functionality allows advisors to skip manual digging through records and instead access real-time, actionable insights in seconds.
Key Features for Advisors
- Daily snapshot: Overview of meetings, emails, and tasks.
- Email drafting: Writes messages in each advisor’s unique tone of voice.
- tasks later than meetings and syncs with leading CRMs such as Salesforce, Wealthbox, and Redtail.
- Meeting prep: Summarizes past notes, recent account activity, and key documents.
- Real-time notes: Records, transcribes, and summarizes meetings on the fly.
- Data security: Ensures client confidentiality with enterprise-grade encryption and strict data governance.
Built on Altruist’s AI Expansion
Hazel represents the first major AI product since Altruist acquired Thyme, a Y Combinator-backed beginup specializing in meeting intelligence. By integrating Thyme’s AI-powered scheduling and preparation capabilities with Altruist’s custodial data infrastructure, Hazel delivers a unified 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, scheduling, and more complex tasks like email . 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—assist people.”
Pricing and Availability
Hazel is available today as a standalone service priced at $60 per seat monthly or $600 annually. A free trial is available via . In the coming months, Hazel will integrate directly into Altruist’s custodial platform, allowing advisors to for richer insights and predictive client engagement.
