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hazel.ai

hazel.ai

AI for wealth professionals

8 ratings
4 reviews
📊 Productivity
💰 Finance
Free

Details

  • Released
  • Updated
  • October 28, 2025
  • June 13, 2026

Features

Developer

Altruist Corp
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About

This AI-powered tool helps wealth professionals stay present during client meetings by automatically recording, transcribing, and summarizing conversations. It streamlines note-taking and syncs data to a web platform for follow-up actions like drafting emails and updating CRMs.

✓AI-powered meeting transcription
✓Automatic conversation summarization
✓Calendar integration
✓Instant recording button
✓Seamless web platform sync
✓Privacy-first design
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What's New in hazel.ai

1.0.7

June 13, 2026

Bug fixes

User reviews

Most RecentHighest RatedLowest Rated

Does what it’s supposed to

It does exactly what I need it to do every time. Immensely helpful and saves me a ton of time and headache.
TWJJBTWJJB

Perfect for ad-hoc in-person note taking

Huge win for Hazel today when I leveraged the app to record an in-person meeting (no online note taker set up ahead of time) and transcribe and summarize some important notes. That let me keep my focus on the conversation and also gives me long term access to some important details. It was super easy to just open the app on my phone and start recording. Nicely done, Hazel team!
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therealtimpowerstherealtimpowers

Incredible app

Saving me so much time.
koftespkoftesp

CFP® who loves tortillas

Altruist does it again! Compliant, effective and efficient notetaker and AI companion.
Jose in ABQJose in ABQ

Developer apps

Altruist Client
Altruist Client

The way money should feel.

💰 Finance

(1.4K)

Free
See developer apps

FAQ

What is hazel.ai?

hazel.ai is an AI tool designed for wealth professionals to record, transcribe, and summarize client meetings. It aims to help advisors be more present during conversations by automating note-taking and follow-up tasks.

How does hazel.ai handle privacy?

hazel.ai features a privacy-first design with zero data sharing or retention with partners. This ensures that your client conversations are kept secure and confidential.

What devices does hazel.ai support?

hazel.ai is currently supported on iPhone and iPod devices. The app is designed for mobile use, allowing for on-the-go meeting capture.

Is hazel.ai free to use?

Yes, hazel.ai is available for free. There are no in-app purchases or subscription fees associated with using the core features of the application.

How often is hazel.ai updated?

The latest version of hazel.ai is 1.0.4, which was last updated on December 12, 2025. Updates typically focus on improving AI accuracy and syncing capabilities.

Can hazel.ai integrate with my calendar?

Yes, hazel.ai includes calendar integrations to sync your meetings directly with your Hazel workspace. This helps in scheduling and managing your client interactions efficiently.

What kind of information does hazel.ai provide after a meeting?

After a meeting, hazel.ai provides accurate, detailed meeting notes and summaries generated by its AI. It also facilitates follow-through actions like drafting emails and updating your CRM.

Does hazel.ai have ads?

No, hazel.ai does not contain advertisements. As a free application, it focuses on providing a seamless and uninterrupted user experience for wealth professionals.