hazel.ai

Name: hazel.ai
Rating: 5 (8 reviews)
Author: Altruist

AI for wealth professionals

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

8 Ratings
Age Rating

4+
Years
Category

Productivity
Developer

Altruist
Language

EN
English
Size

63.3
MB

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

Ratings & Reviews

5.0

out of 5

8 Ratings

Perfect for ad-hoc in-person note taking
11/07/2025
therealtimpowers
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!
Perfect for ad-hoc in-person note taking
11/07/2025
therealtimpowers

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!
Does what it’s supposed to
11/07/2025
TWJJB
It does exactly what I need it to do every time. Immensely helpful and saves me a ton of time and headache.
Does what it’s supposed to
11/07/2025
TWJJB

It does exactly what I need it to do every time. Immensely helpful and saves me a ton of time and headache.
Incredible app
11/04/2025
koftesp
Saving me so much time.
Incredible app
11/04/2025
koftesp

Saving me so much time.
CFP® who loves tortillas
10/30/2025
Jose in ABQ
Altruist does it again! Compliant, effective and efficient notetaker and AI companion.
CFP® who loves tortillas
10/30/2025
Jose in ABQ

Altruist does it again! Compliant, effective and efficient notetaker and AI companion.

Recording and upload reliability: • Recordings are protected from being removed when a device runs low on storage. • Uploads now continue in the background and resume on their own after an interruption, so closing the app or losing signal no longer stops a recording from reaching Hazel. • Pause for as long as you need. Paused time does not count toward the 3 hour limit. • Hazel now warns you if no audio is being picked up. • Any recording still waiting to upload is easier to find and finish.

Version 1.2.0 Oct 14

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

Accessibility

Information

Seller: Altruist Corp
Size: 63.3 MB
Category: Productivity
Compatibility: Requires iOS 16.4 or later.

iPhone
Requires iOS 16.4 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+

4+

Learn More