# hazel.ai — AI for wealth professionals > AI assistant for wealth professionals to record, transcribe, and summarize client meetings. (iPhone/iPad app by Altruist.) - Source: https://appshunter.io/ios/app/hazelai/id6752910685 (this page in markdown: same URL + `.md`) - Developer: [Altruist](https://appshunter.io/developer/1498498854) - Category: Productivity, Finance - Price: Free - Rating: 5.00/5 from 8 App Store ratings · 4 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 45 MB - Languages: American English - Released: 2025-10-28 - Data updated: 2026-08-23 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/hazelai/id6752910685/reviews.md ## What is hazel.ai? The strongest client relationships are built when wealth advisors can be fully present. Hazel makes it easier than ever. Designed to record in-person conversations with just a few quick taps, our powerful AI captures, transcribes, and summarizes automatically—then syncs everything to your Hazel workspace. No laptops in the way. No voice memos to upload later. Just you, your client, and the conversation that matters. The Hazel mobile app includes: - Calendar integrations to sync your meetings with Hazel - In-person meeting capture with transcription - Accurate, detailed meeting notes and summaries - Instant-recording button for impromptu conversations - Seamless sync to Hazel's web platform - Privacy-first design with zero data sharing or retention with partners Once synced, Hazel's platform handles the follow-through—drafting emails, updating your CRM, and turning conversations into the decisions that drive growth. Sign up for Hazel at hazel.ai ## Key features - AI-powered meeting transcription - Automatic conversation summarization - Calendar integration - Instant recording button - Seamless web platform sync - Privacy-first design ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/hazelai/id6752910685/reviews.md ### 5/5 — Does what it’s supposed to *2025-11-07* It does exactly what I need it to do every time. Immensely helpful and saves me a ton of time and headache. ### 5/5 — Perfect for ad-hoc in-person note taking *2025-11-07* 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! ### 5/5 — Incredible app *2025-11-04* Saving me so much time. ### 5/5 — CFP® who loves tortillas *2025-10-30* Altruist does it again! Compliant, effective and efficient notetaker and AI companion. ## Frequently asked questions about hazel.ai ### 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. ## Version history (last 5 releases) ### 1.1.1 — 2026-08-15 Bug fixes and security improvements. You may be asked to sign in again once after updating. ### 1.0.7 — 2026-06-13 Bug fixes ### 1.0.5 — 2026-05-01 Bug fixes and performance improvements. ### 1.0.4 — 2025-12-12 Bug fixes and performance improvements. ### 1.0.3 — 2025-11-12 Bug fixes and performance improvements. ## Apps similar to hazel.ai | App | Rating | Price | Category | | --- | --- | --- | --- | | [Levitate PRM](https://appshunter.io/ios/app/levitate-prm/id1369751897) | 4.3 (22) | Free | Productivity | | [Reflect Notes](https://appshunter.io/ios/app/reflect-notes/id1575595407) | 4.7 (85) | Free | Productivity | | [Cyber Compliance](https://appshunter.io/ios/app/cyber-compliance/id1282368686) | 2.3 (22) | Free | Productivity | | [Simplii Fusion Mobile](https://appshunter.io/ios/app/simplii-fusion-mobile/id1503713876) | 2.5 (28) | Free | Productivity | | [GReminders](https://appshunter.io/ios/app/greminders/id6746871322) | — | Free | Productivity | | [Monologue: Smart Dictation](https://appshunter.io/ios/app/monologue-smart-dictation/id6755956193) | 4.8 (280) | Free | Productivity | ## More apps by Altruist - [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) All apps by Altruist: https://appshunter.io/developer/1498498854 ## Related topics [hazel ai](https://appshunter.io/ios/topics/hazel-ai) · [hazel altruist](https://appshunter.io/ios/topics/hazel-altruist) · [altruist](https://appshunter.io/ios/topics/altruist) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*