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AI tools

Hazel

AI platform for advisory firms: meeting notes, client profiles, tax and financial plans.

Made by Altruist Corp Visit Hazel's website
Starting priceFrom $60/month/seat
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listedNone found
Read this before you rely on Hazel's details. Hazel's site says it syncs with email, calendar, CRM and custodian systems but names no specific CRM, planning tool or custodian, so no connections are recorded. Sources: Altruist Corp's page.
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What their website looks like

Screenshot of Hazel's homepage
Hazel's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Hazel Platform $60/month/seat
per user, per month
Tax Planning Agent $160/month/seat
per user, per month
Includes everything in the Hazel Platform.
Financial Planning Agent $300/month/seat
per user, per month
Includes everything in the Tax Planning Agent.

Enterprise plans: contact sales

14-day trial

Source: Hazel pricing page. Checked on the vendor's site, Oct 13.

Where Hazel sits on price

HazelOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

No custodian, CRM or planning connection found

We didn't find one on the pages of Altruist Corp's site we read. Ask Altruist Corp how account data gets into it.

Leaving later

We haven't read Altruist Corp's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Hazel yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Hazel with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

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Corrections

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