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Hazel AI (Altruist)

Tax planning · Financial planning

AI platform from Altruist with agents for financial planning, tax planning (reads tax returns), admin and client work. ↗ hazel.ai

Verified Oct 26, 2026 against the vendor's own pages

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Pricing

Hazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300/seat/mo.

↗ hazel.ai/pricing

Integrations

Not verified We found no named integrations list on the pages we checked.

Security & compliance claims

None found We found no security claims on the pages we checked.

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Owned by Altruist (custodian/broker-dealer). The site discloses Altruist earns revenue from advisors using its software.

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