Hazel (Altruist)
Custodian-integrated AI assistant for advisors from Altruist
Hazel is Altruist's AI platform for advisors, answering questions across meetings, emails, documents and CRM records while taking notes, drafting client emails and syncing tasks to major CRMs. Built partly on the acquired Thyme meeting-intelligence startup, it is being integrated with Altruist's custodial account data.
GAII take
Custodial data integration is a structural advantage standalone notetakers cannot easily replicate; priced aggressively.
Custodial data integration is a structural advantage standalone notetakers cannot easily replicate; priced aggressively.
- Website
- hazel.ai
- Headquarters
- Los Angeles, CA, USA
- Founded
- 2025
- Company type
- Incumbent
- Status
- Active — Product of Altruist; built on acquired startup Thyme
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRResearch & diligence
- Ai capability
- Search & RAGVoice & transcriptionGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0219 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.