Hazel Reviews & Product Details

Hazel is an AI platform built by Altruist to help wealth managers transform their practice. By unifying a firm’s knowledge from conversations, emails, documents, CRM data, and calendars, with market, regulatory, and custodial insights, Hazel automates the core work of advisory firms. Hazel can capture and summarize discussions, draft follow-ups, answer questions instantly, prioritize tasks, help create personalized tax plans, and anticipate what comes next, enabling advisors to deepen their relationships with clients and achieve better outcomes. Used by more than 1,000 wealth managers since its launch in September 2025, Hazel safeguards client data with robust encryption, enterprise-grade security, zero data retention arrangements with third-party AI providers, and a strict commitment against using customer data to train AI models. Learn more at hazel.ai.