---
title: Hazel Reviews
meta_title: 'Hazel Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Hazel works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Hazel Reviews
**Vendor:** Altruist  
**Category:** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)
## About Hazel
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.






- [View Hazel pricing details and edition comparison](https://www.g2.com/products/altruist-hazel/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-05+22%3A36%3A08+-0500&secure%5Bsession_id%5D=c2115976-755b-4e04-9a1d-0ce1b33ca057&secure%5Btoken%5D=e446772f01218ae6d7beb0ff444af8d32a62849685517dc857aa5ff4d189a064&format=llm_user)

## Hazel Features
**Conversation Intelligence**
- Action Items
- AI Meeting Transcription
- Sentiment analysis

**Workflow**
- Triggering
- Email drafting
- Form Pre-fill
- CRM Auto-Logging

**Compliance**
- Document verification
- Language Monitoring
- Audit Trail
- Access Control
- Triggering

**Insights**
- Next Best Action
- Client Interaction Analysis
- Revenue Opportunity

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