Amie ◆
Amie AI note taker summarizes meetings without a bot, turning conversations into action items, plus calendar and todo management.
Free·from $8/mo
About Hazel
What is Hazel and what problem does it solve?
Hazel is an AI-powered productivity platform built specifically for Registered Investment Advisors (RIAs). It solves the problem of administrative overload—spending hours on note-taking, email triage, and client prep—so advisors can focus on client relationships and high-value work. Hazel connects to your inbox, calendar, and CRM to surface what matters most.
Who is Hazel for (and who is it not for)?
Hazel is ideal for RIAs, financial advisors, and wealth management firms that want modern technology to streamline daily workflows. It is designed for individuals and teams who meet with clients regularly and need reliable meeting notes, follow-ups, and quick access to client data. It is not suited for non-financial professionals or businesses outside wealth management, as its integrations and workflows are tailored to advisory practices.
Real use cases
Advisors use Hazel to get a daily digest of client activity, receive pre-meeting briefings, automatically record and transcribe client meetings, generate summaries with action items, and auto-draft email replies based on client context. It can also answer questions by searching across documents, emails, and CRM—even complex tax returns or estate plans.
Key features
- AI Notetaking — Records, transcribes, and summarizes meetings (online or in-person) so you stay present with clients.
- Daily Digest Feed — Scans inbox, calendar, and CRM each morning to deliver a prioritized briefing.
- Inbox Triage & Auto-Response — Monitors email, flags important messages, and drafts context-aware replies for your review.
- Instant Answers — Ask anything about a client, meeting, or firm; Hazel searches across documents, emails, notes, and CRM.
- Multi-Document Parsing — Handles complex files like tax returns and estate plans to extract key information.
- Integration with Altruist — Connects directly with Altruist for seamless data flow.
SaaSpartout Score
7.1
/10
Editorial score from our review methodology — not user ratings.
Hazel Pricing
Hazel pricing: from $50/seat/mo.
Hazel Admin AI – $50/seat/month (billed annually or monthly)
Includes Hazel Chat, notetaking, meeting summaries, unlimited custom templates, inbox triage and auto-response, multi-document parsing, and integration with Altruist. Start a free 14-day trial.
Hazel Admin AI + Tax Planning – $125/seat/month
Includes everything in Admin AI plus tax doc synthesis, tax scenario analysis, tax opportunity insights, and tax plan reports. Start a free 14-day trial.
Hazel for Enterprise – Custom pricing
Built for large organizations scaling customized AI with controls and compliance tailored to your practice. Contact Hazel for a quote.
All plans include a 14-day free trial. Trial begins when the first person at your firm activates the offer. After the trial, subscription auto-converts to a paid plan at the then-current rate unless canceled.
Frequently asked questions
How much does Hazel cost?
Hazel Admin AI starts at $50 per seat per month. The Admin AI + Tax Planning plan is $125 per seat per month. Enterprise pricing is custom. All plans include a 14-day free trial.
Is there a free trial for Hazel?
Yes, Hazel offers a 14-day free trial for both the Admin AI and Admin AI + Tax Planning plans. The trial begins when the first user at your firm activates it.
What does Hazel do?
Hazel is an AI assistant for RIAs that records and transcribes meetings, provides daily client briefings, triages email, auto-drafts replies, and answers questions by searching across your documents, emails, and CRM.
Who is Hazel best for?
Hazel is designed for Registered Investment Advisors (RIAs), financial advisors, and wealth management firms that want to save time on administrative tasks and improve client relationships.
What are some alternatives to Hazel?
Alternatives include tools like Fireflies.ai, Otter.ai, and Gong for notetaking, but Hazel is specifically built for RIAs with features for tax planning, CRM integration, and client briefings.
Does Hazel integrate with CRM or tax software?
Yes, Hazel integrates with Altruist and connects to your inbox, calendar, and CRM. The Tax Planning add-on supports tax doc synthesis and analysis.
