Altruist introduces AI-powered tax planning in Hazel

  • Hazel-Tax-Planning_Press-Release-2

    Altruist introduces AI-powered tax planning in Hazel

  • Hazel is now the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.

    Altruist debuts industry-first custodial integration

  • Hazel is the first AI platform for wealth managers to unify real-time data from a major custodian with CRM, emails, and meeting notes.

    Altruist unveils Hazel, a transformative AI platform for wealth professionals

  • Altruist and Thyme

    We’ve Acquired Thyme to supercharge advisor efficiency