hazel.ai

AI for wealth professionals

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

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

  • 5.0
    out of 5
    8 Ratings

Bug fixes

The developer, Altruist, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Altruist Corp
Size
  • 47.6 MB
Category
  • Productivity
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Altruist